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Our Multi-Step Planning Process

From our initial meeting together, we work closely with you every step of the way to develop the most appropriate course for your financial future.

Through our multi-step planning process we uncover your needs by learning about your past investment history, future goals and risk tolerance. Once a detailed analysis of your finances is completed, we assess how to establish a suitable, investment portfolio designed with the goal to pursue your long term financial goals.

Every step of the way, Wharton will stand alongside you as your advocate and guide. Together we will monitor your plan on an ongoing basis. We will maintain consistent communication with you as we carefully observe your portfolio and make adjustments to keep you on track toward meeting your plan objectives.

Accumulation

With decades of industry experience, our advisors have the knowledge to develop a strategy designed with the goal to help you accumulate the assets you need to efficiently pursue your future goals.

Preservation

We proudly share our broad knowledge of investment strategies as we guide you into and throughout your retirement years. You can count on us to help you live the retirement you envision, while also preserving your wealth for loved ones or meaningful charities.

Distribution

As you build your legacy, we will help you articulate your estate planning or business succession goals and maintain a strategy that reflects your broad range of financial and family needs. Whether you use a trust or another method for accomplishing your distribution goals, we will assist you in navigating today’s complicated tax, estate and business succession landscapes.



Dedicated to Our Clients

Wharton Advisory Group was founded to assist individuals and families in every aspect of their financial life. We believe that understanding your current financial situation is critical to making prudent decisions that will impact your financial future. That?s why we take the time to educate our clients along the way, taking the complexity out of financial decision-making and replacing it with clarity and confidence.

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The Value of Independence

Individuals and families seeking to grow and protect their wealth are increasingly turning to independent firms. As independent wealth advisors, Wharton Advisory Group has no ties to a corporate parent, investment banking organization or other entity that may present conflicts of interest for our clients. As a result, we have no proprietary products to sell or corporate agenda to fulfill. We act in your best interest at all times.

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