We serve clients with diverse circumstances and needs, adapting our approach to each client. Here are some hypothetical examples of the types of clients we serve.
Retirees – Helen and Richard, the Retired Couple
Having recently retired, Helen and Richard are in their mid-sixties and are encountering several “money in motion” events, from managing their retirement accounts to navigating Social Security and pension income. This couple values a worry-free retirement and seeks a financial advisor to optimize their investment strategy for income, plan for healthcare costs, and to help facilitate an efficient transfer of wealth down to future generations. *
Physicians and Dentists – Dr. Patel, the Busy Dentist
Dr. Patel, a busy dentist in her early 40s, is a prime example of our clientele within the healthcare profession. Juggling a demanding dental practice, Dr. Patel realizes the need for comprehensive financial planning. She seeks a financial advisor to help her make informed decisions about investing, manage taxes efficiently, and align her financial strategy with her long-term goals, all while balancing the demands of her profession. *
Business Owners – David, the Entrepreneur
David, in his late 50s, is the epitome of a successful business owner. He recently faced a significant “money in motion” event when he decided to sell his successful company. Now enjoying the fruits of his labor, David is keen on preserving and growing his wealth intelligently. As a business owner who values efficiency, David is seeking a financial advisor to guide him through post-sale financial planning, manage the proceeds from the business sale, and help him structure a retirement plan that aligns with his entrepreneurial spirit. *
High Earners Still Building Wealth – Alex, the Rising Professional
Meet Alex, a dynamic professional in his early 40s. Recently promoted to a high-paying position, Alex is experiencing a surge in income but is uncertain about the most effective way to manage it. Alex is eager to secure his financial future. As a forward-thinking individual, Alex seeks a financial advisor to provide guidance on budgeting, tax planning, and strategic investment to capitalize on this newfound financial success. *
Recently Widowed or Divorced – Rachel, Newly Single
Rachel, a retired schoolteacher, has recently experienced a life-altering event — the loss of her spouse. As a recently widowed individual, Rachel faces several financial challenges amidst this significant event. The emotional toll is immense, and Rachel needs expert guidance to navigate the complexities of managing her financial affairs as a single individual. Seeking a financial advisor, Rachel aims to secure her financial future, manage investments, and plan for the unique considerations that come with being recently widowed, all while focusing on rebuilding her life. *
* Please Note: Limitations: The above is a hypothetical scenario-not involving an actual WBH Advisory, Inc. client. It illustrates the hypothetical experience of a fictitious client based on a scenario that an actual client might experience. The scenario is designed to help illustrate how WBH Advisory, Inc. might provide services to similarly situated clients. Keeping in mind that no two clients, situations, or experiences are exactly alike, the above should not be construed as an endorsement of WBH Advisory, Inc. by any of its past or current clients, nor any assurance that WBH Advisory, Inc. may be able to help any client achieve the same satisfactory results. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if WBH Advisory, Inc. is engaged, or continues to be engaged, to provide investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.wbhadvisory.com.