Founded in 2000, WealthPlan Advantage is an independent firm with an unwavering commitment to help clients achieve financial security and build lasting wealth.
Smart, experienced,
compassionate professionals.
Sophisticated advice
and planning.
Focused on your
unique circumstances.
Informed and intelligent
recommendations.
Portfolio diversification
tailored to your goals.
Transparency and
accountability.
We believe faith in the future is rewarded over time. Historically, market setbacks have been temporary and presented investment opportunities. We build your portfolio with a focus on long-term outcomes - keeping Faith in America and its great companies.
“The four most dangerous words in investing are ‘it’s different this time.’”
Patience is fundamental to long-term outcomes. As many people can expect to live for decades in retirement, we believe a long-term perspective and plan will allow you to enjoy life and not outlive your money. We take a realistic philosophy and design a portfolio that matches your lifestyle needs to your lifetime financial and income goals.
“There is nothing new in the world except the history you do not know.”
Discipline can come in many forms: selling high and buying low, saving on a consistent basis, and understanding your estate tax liability all take discipline. Discipline is also needed to uncover the truth. Creating an accurate balance sheet and identifying your family’s net worth takes discipline. This process is simple, but not necessarily easy. We will work with you to solidify this very important step in creating your family's foundation.
“Discipline is the bridge between goals and accomplishment.”
