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How We Help

At WPG Financial Group, we offer a comprehensive suite of planning services and customized wealth solutions. We specialize in areas of financial planning, wealth management, tax-smart investing, corporate benefits, private bank lending services, and special needs planning.

As helpful as our services are to the individuals and businesses we serve, our ability to help our clients extends far beyond a simple list of specialties.

We work with individuals and their families as they prepare for the future. Helping them get their financial house in order, we instill the peace of mind that many people are missing. By creating strategies that address life’s “what-ifs,” our clients are able to focus on what matters most. Removing the stress and anxiety that often accompanies personal finances, we help individuals and families better prepare for their future.

As small business owners ourselves, we understand the unique financial needs of business owners and entrepreneurs. Tasked with making financial decisions on a daily basis, these individuals rely on us to advise them along the way. Working closely with CPAs, attorneys, bankers, and other finance professionals, we collaborate as a team to assure sound decisions are being made. We also realize how important it is to attract and retain key employees, as your business grows. We take on the important task of designing an attractive benefits package, so that you can stay focused on what matters most - managing and growing your business. As your business continues to thrive, we will also help with tax savings, wealth management, and exit/succession strategies.

Regardless of where you are in life, or what your financial needs happen to be, WPG Financial Group is the trusted firm you, your family, and your business can depend on.

Give us a call today, to find out how we can help you on your own financial journey.