Our Qualifications


With roots established in 1974, WCC has provided financial services through rising and declining economic environments.  You will benefit from the knowledge we have gained helping others like yourself with their retirement decisions.  Our experience becomes part of your personalized plan. (See OUR ASSOCIATES)

Another benefit of working together is our ability to provide clear, easily understood explanations of our services and planning solutions. Our personalized program is designed to provide a retirement roadmap for meeting your goals.

Included in our service is the design and monitoring of low-expense investment portfolios to satisfy your income needs and comfort level. Recommended portfolios are executed through and held in custody by Shareholder Services Group Institutional, Inc. (SSG). SSG provides client services to independent Registered Investment Advisers and is the 2017 recipient of the WealthManagement.com Award for Best Emerging Custodian Technology.

Trades clear through Pershing, LLC. Pershing, founded in 1939, is a leading global asset administrator with over $1.7 trillion under management. WCC clients can easily access their accounts online through CLIENT LOGIN on our website.

We are dedicated to developing lasting relationships with our clients. Our focus is on helping you assess your family and financial goals, working with you to plan and manage your retirement.

  • Risk Management

  • Portfolio Management

  • Retirement Planning/Management

  • Estate Conservation

  • Employer Retiree Benefit Planning

We look forward to using our experience to help you achieve your financial goals.