WGD Wealth Management LLC
Our Services
Financial Planning and Consultation Services
Our financial planning services are intended to help you navigate your financial life and help you to secure your financial future. We can help you to identify your financial goals and then create a road map to meeting them. Needs can be singular, like a secure retirement or multi-faceted, like retirement planning, education funding an buying a vacation home. Whatever your financial needs are, we will help create the plan to achieve them.
Our financial planning services are an hourly fee-based service.
Investment Advisory Services
A financial planning analysis necessitates the need to save and invest to meet your financial goals. We build and manage custom investment portfolios designed to do just that. As independent advisors we are not limited to only proprietary products and investments but have access to the full range of investable assets necessary to construct a portfolio best suited to your needs.
Our advisory service fees are based on assets under management.
Securities-Backed Line of Credit
Whether for real estate, college expenses, retirement income or a big purchase, this credit line delivers access to cash without disrupting your portfolio.
A cost-effective solution as rates can typically be lower than other lending options
An SBL can offer flexibility with a variety of monthly payment options
Portfolios remain intact, so you don't sacrifice potential growth for liquidity needs
It's a solution for needs of all sizes
Can be set up with access to the funds in just a few days
Donor Advised Funds
Should your financial plans include charitable gifts, a Donor Advised Fund can not only streamline your giving, but has the potential of growing what you have to give.
Donate and receive immediate benefits
Potentially grow assets creating more to give
Grant gifts to eligible charities over time
Whether for estate planning purposes or dealing with low cost basis securities concentration risks, a DAF may be right for you and your family.