About Us

Wealth Management Plus is an independent, traditional financial services firm that is focused on delivering advice in a decidedly non-traditional way. In a rapidly changing world, our approach to helping our clients achieve their financial goals has also changed. Virtual meetings often replace face-to-face interactions, investment products and methodologies constantly evolving, technology delivering a constant flow of information. Yet one thing will never change: our commitment to delivering the personal attention each of our clients deserves.

The Advisor/Client relationship should be based on trust, competency, and advocacy. We strive for consistent and predictable market returns based on the proper allocation of assets. We weigh exuberant market investing against evolving breakthrough technologies. We assess volatility against stability. The bottom line: our financial professionals at Wealth Management Plus are experienced and dedicated to ensuring our client’s financial success.