WFG Wealth Management is an independent, fiduciary-based financial services practice headquartered in Maryland and serving clients across the country. The firm begins by understanding each client’s life, goals, and financial circumstances before making recommendations, and describes its role as providing coordinated guidance across the major dimensions of financial life. Its Seven Pillars framework brings together financial planning, income planning, investment management, accounting coordination, business valuation planning, estate planning, and banking and lending.

Services include building financial plans, developing retirement income strategies, managing diversified portfolios, helping clients coordinate information for their CPAs, assessing business value as part of broader planning, supporting family estate conversations, and considering lending structures that fit a client’s needs. WFG’s process starts with a complimentary review, uses its Income Planner and a detailed intake to map a client’s situation, and then develops and monitors a strategy across the pillars. The firm emphasizes ongoing accountability and advice intended to serve clients’ interests over time.

Securities and advisory services are offered through LPL Financial