What We Do

WCF serves the financial needs of individuals, families, trusts and businesses. We craft plans that evolve with you because we understand that each stage of an individual’s or organization’s life brings new financial risks and opportunities.

Our services fall into three general categories including planning, management and consultation. Each is centered on a single guiding objective: to help people live a better and more fulfilled life.
PLANNING
Our approach to financial planning is grounded in analytics and covers the five core areas of planning: Investment planning, tax planning, retirement planning, estate planning, & risk management. Our plans are customized based on a client’s... specific values, goals and financial realities. We also align the other advisors on a client’s team to make the most of their technical expertise (CPA, Attorneys, etc).
MANAGEMENT
We implement our clients’ plans by managing individual stocks and bonds as well as mutual funds and ETFs. We also assist with managing alternative investments such as commercial real estate, venture capital, private equity, and others.
CONSULTATION
Often client’s plans need attention beyond what is typically considered financial planning or wealth management. Complex things like commercial real estate transactions, business succession planning, and navigating divorce settlements.... And also more common life events that can have a big impact on our clients’ ability to realize the life they are pursuing, things like helping to buy and sell cars, negotiating employment matters, transitioning after the loss of a loved one, and others. We’re here to guide our clients through the process.

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About Fees

WCF’s annual fee is calculated on a sliding scale that starts at 1.25% of the client’s managed assets. Most clients pay between 0.5% to 1% to cover all WCF services with the flexibility to fit the situation. Our focus is on working with clients who are a good match.

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