At WMBC we believe that wealth is about well-being. Our Wealth Plans are created from over 40 years of experience, and the latest research in well-being science. Our Wealth Plans explore areas such as: investment management, estate planning, taxation, retirement, life insurance, special family needs and more.
Modern society pays huge attention to the state of our finances. Maintaining an ever-growing net worth is considered vital for progress and prestige.
However, measuring progress solely in economic terms misses the fact that money is a means to an end, not an end itself. Our Wealth Planning process helps you use money as a tool, without losing focus of the things that really matter: living happy, fulfilling lives.
For more information about Wealth Plans and the states in which we are licensed or registered, please visit our website www.wmbc.financial
Advisory Services and Fee-Based Services offered through WMBC, a Registered Investment Advisor | Securities Offered through Triad Advisors, LLC. Member FINRA, SIPC 5155 Peachtree Parkway / Suite 3220 / Norcross, GA 30092 / P: 770-840-7444 | WMBC is a separate entity from Triad Advisors, LLC
Company Details
- Employees
- 25
- Founded
- 2003
- Address
- 2 Venture,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- wmbc.financial
- Keywords
- Retirement Planning, Advanced Estate Planning, Employee Benefits, Stock Evaluation, College Planning, Business Succession.
- HQ
- Irvine, California
Wmbc Questions
Wmbc's website is wmbc.financial
Wmbc's LinkedIn profile is https://www.linkedin.com/company/wmbc-financial
Wmbc has
25 employees.
View email and phone details for 25
employees at Wmbc.
Wmbc's industry is
Investment Management
Wmbc's top competitors are
Farther,
Majic Branding,
Geminus Capital, Llc,
Pillar Wealth,
Cb Capital Partners,
Human Wealth™,
Lpl Financial,
Why Me & Sherry's House,
1776 Wealth,
Be Like Brit Foundation.
Wmbc's categories are Investment Management
Wmbc's founding year is 2003
