The WPG Approach At WPG Financial Group, our approach to financial planning is personalized, strategic, and team-based. We take the time to get to know you, before offering advice. Our long-term, proactive approach is designed to enhance your financial strengths and success - not ours. Budding entrepreneurs, veteran business owners, single professionals, growing families, and businesses all rely on WPG Financial Group to help them reach their financial goals. Taking a long-term and proactive approach to planning, we have the resources and capabilities of a large firm, but the personalized attention that only a small firm can offer. Building financial partnerships based on transparency, on-going dialogue, new ideas, and informed decisions; we are passionate about helping each of our clients reach their unlimited potential. As an investment and insurance planning firm, we are dedicated to:Simplifying complicated financial issuesFollowing through on every promise we makeCaring for our clients in every stage of lifeProviding solutions to financial problemsThe satisfaction and happiness of our clientsAlways here when you need us, WPG Financial Group is the partner you, your family, and your business deserves.