The Wharton Business Group (WBG) is an independent firm providing comprehensive consulting services to individuals and owners of closely held businesses. These people typically place a high value in delegating their financial decisions to a competent, trustworthy professional. They typically have significant investable assets but would rather spend their time caring for or attending to more important things in their lives. WBG assists their clients in areas relating to Retirement, Estate and Cash Flow Planning as well as the determination of Investment Objectives and formation of an Asset Allocation. We provide our clients the guidance needed to create, grow, preserve and distribute their assets with an emphasis on tax efficiency. In addition, we keep our clients updated on the changes in tax laws and proliferation of financial products.