Broker Check

Cyber/Technology Community

At WPG, we have extensive experience working with technology and intelligence professionals offering several solutions to meet the specialized financial considerations and needs they face. Whether you are a business owner, an employee, or a contractor, we have solutions for you.

* We offer:

  • Comprehensive financial planning
  • IRA advice and management to make sure you get the most from your previous 401K’s, rollover IRAs, Roth IRA’s, and SEP IRA’s
  • Non-Traditional investment programs intended to transform and complement your traditional investments

* Advisory services offered through WPG Advisers, LLC. Securities are offered through United Planners Financial Services of America,

If you are a business owner, we will also assist you with:

  • Complete management of your 401K’s and corporate benefits
  • Pre and post-sale tax and investment planning
  • Buy/Sell planning

In addition, you’ll be provided with easy, secure access to all of your financial information in one place allowing for simple reporting for your annual financial disclosure.

Your days are spent in information overload – the last thing you need is a complicated financial situation.