At Whole Wealth Management, we’ve seen a lot of market and economic ups and downs. We’ve been helping busy people manage through changes since 1993. So, we understand that there are times when even the most independent investor (or those getting some help) may want to tap in on a second, expert opinion. You work hard for your money and it’s wise to make sure it’s working just as hard for you.


A cup of coffee and a free expert opinion

We want to help make it simple for you to gain financial certainty. When you come in for your appointment, we’ll get to know each other a bit over a cup of coffee. We’ll ask you to share your aspirations (what you’re money needs to do for you), then we’ll review your investments and plan together in that context.

If your money is doing what it needs to do in the current environment, we’ll tell you so. If not, we’ll share our insight on what elements of your finances could be improved to protect and enhance your well-being. We’ll explain everything clearly so you fully understand what’s working well and what needs to be improved.

Either way, the coffee is on the house and you’ll be confident in your next steps.