Founded on Independence. Built on Relationships.
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.
After years inside a major insurance company, our founders created an independent firm where objective guidance, deeper relationships and long-term partnership would always come first.
“Our vision is to be a forward-thinking, values-based firm known for meaningful guidance, exceptional standards and enduring relationships.”
Growing Alongside the People We Serve
Over the past two decades, we have grown from an independent advisory practice into a comprehensive wealth planning firm serving successful individuals, families, business owners, executives, retirement plans and institutions. Our team has grown, our capabilities have expanded and ownership has broadened to the next generation of leaders, while the values at the heart of WPG have remained unchanged.
Growth at WPG has never been only about business. It has meant celebrating milestones, supporting new generations and becoming part of the fabric of the community we call home. From our Cheers for a Cause rooftop events to our annual crab feast, relationships have always extended well beyond the conference room.
While our business has grown, our philosophy has not. We still believe every client deserves the attention, accessibility and thoughtful guidance that inspired us to open our doors in 2005.
A name that reflects who we have become
For more than two decades, clients have known us simply as WPG. As our firm and capabilities have evolved, our name has evolved with us. WPG Financial Group is now Wealth Planning Group.
The familiar WPG remains, as do the people, ownership, values and commitment behind it. Our new name more clearly expresses our role: bringing every part of a client’s financial life together through thoughtful, coordinated planning.
Why clients choose WPG
Our mission is to become an essential partner as our clients navigate decisions of consequence. We bring experience, resources and focus together to provide meaningful guidance, simplify complexity and help clients pursue their vision of financial success. Our approach is grounded in collaboration, exceptional standards and relationships built to endure.
Collaborative Approach
We begin with in-depth discovery and active listening. Then we design a clear, coordinated process around each client’s priorities, values and vision.
Meaningful Guidance
We combine focused experience, a thoughtful investment philosophy and a carefully selected network of specialists to simplify decisions and provide clarity.
Lasting Relationships
We stay actively involved, communicate with purpose and remain present as needs evolve – building trust that can last across generations.
What we believe
Independence
Objective advice should always begin with the client.
Stewardship
We treat our clients’ wealth with the same care we give our own families.
Clarity
Complexity should be translated into confident, understandable decisions.