Our mission is to simplify the complicated and provide you with financial peace of mind.
Est. 2005
Baltimore roots, independent since day one
Fiduciary
Advice-first, obligated to your interests
Coordination
Planning, investments, tax, insurance, estate
OUR STORY
A boutique family office approach, since 2005
WPG was founded in 2005 with a simple belief: successful families and business owners deserve financial advice centered on their lives and the goals that matter most to them.
WHO WE SERVE
Advice built around your seat at the table
Every client has different priorities, responsibilities and opportunities. Our advice begins with understanding yours.
High-Net-Worth Individuals & Families
Learn more: High-Net-Worth Individuals & FamiliesBusiness Owners & Entrepreneurs
Learn more: Business Owners & EntrepreneursExecutives & Professionals
Learn more: Executives & ProfessionalsFamilies with Multi-Generational Priorities
Learn more: Families with Multi-Generational PrioritiesHENRYs: High Earners, Not Rich Yet
Learn more: HENRYs: High Earners, Not Rich YetInstitutions & Foundations
Learn more: Institutions & Foundations
WHAT WE DO
Guidance shaped around your financial life
Wealth Management
Planning, investments, tax, insurance, and estate coordination for families and business owners – delivered through a personal CFO relationship.
401(k) Retirement Plan Consulting
Plan design, fiduciary guidance, and investment oversight for employers who take their responsibility seriously.
