About

Focused on What Matters Most: You.

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Our Story

Founded on the belief that true wealth isn’t just measured in dollars — but in freedom, time, and peace of mind — WM Private Wealth Management was built to offer a different kind of advisory experience: deeply personal, highly strategic, and relentlessly client-focused.

Our Promise

We commit to being more than advisors — we are your strategic partners, proactive problem-solvers, and trusted stewards. Every relationship begins with trust and grows through clarity, communication, and results.

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Our Process

Discover → Design → Deliver → Steward

  1. Discover
     We begin with deep listening. Through private consultation and review, we uncover what drives your decisions — professionally, personally, generationally.

  2. Design
    Next, we craft a tailored strategy that reflects your goals, risk profile, and long-term vision. No cookie-cutter models. No generic advice.

  3. Deliver
    We execute your wealth plan with discipline and discretion. Our team manages all moving parts so you don’t have to.

  4. Steward
    We stay with you. Through regular reviews and adaptive planning, we adjust your strategy as your life, goals, and markets evolve.

A dynamic strategy for a dynamic life.

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Our Services

Tailored to your needs. Designed for your life

    • Full-spectrum financial planning and portfolio oversight for a cohesive strategy.

      • Retirement Income Planning

      • Investment & Portfolio Management

      • Cash Flow & Goals Based Planning

      • Pension & Social Security Maximization Strategies

    • Disciplined, research-driven portfolio construction aligned with your goals and risk tolerance.

    • Ensure your wealth has impact — across generations and in alignment with your values.

    • Personal - Insurance strategies and implementation

      • Life, Disability & Long Term Care Insurance

    • Business - Employee benefit strategies & implementation

      • Group Medical, Life, Disability & Long Term Insurance

    • Proactive, integrated strategies that keep more of your wealth working for you.

    • Guidance for business owners transitioning leadership or seeking liquidity.

    • Business Continuation and Succession Planning

    • Qualified and Non-Qualified Retirement Plans

    • 401(k), 403(b), 457, SEP IRA, ROTH IRA and Traditional IRAs

    • Pension & Cash Balance Plans

    • Buy-Sell Funding

    • Key Person Protection

    • Split Dollar and Executive Bonus Plans

    • Deferred Compensation Planning

    • Support your causes with structured giving strategies that maximize both impact and tax efficiency.

    • Legal- Access to our specialist network of Attorneys

    • Accounting - Access to our specialist network of CPA’s, EA’s & Accounting / Bookkeeping Firms

    • Property & Casualty - Access to our specialist network of both Personal & Commercial Property and Casualty insurance agencies and brokers

    • Mortgage & Lending Specialist - Access to our specialist network of both Personal & Business lending institutions and brokers

Book

Clients we serve

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High Achieving Individuals

You’ve built your success through discipline, ambition, and vision. Now, you need a partner who can bring that same precision to managing your wealth. Whether you're navigating equity compensation, structuring long-term investments, or preparing for future transitions, we offer the clarity and strategy to support your evolving financial world.

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Successful Families

As your family’s wealth grows, so do the complexities that come with managing it across generations. From education planning and real estate holdings to estate structuring and legacy goals, we provide a comprehensive framework that keeps your family’s financial picture aligned, protected, and future-ready.

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Entrepreneurs

Your business is a reflection of your drive and innovation — but your personal wealth deserves the same level of care. We help founders and business owners navigate liquidity events, succession planning, and strategic diversification, creating a bridge between enterprise value and personal financial freedom.

Contact us

Start With a Conversation.

We invite you to discover what it feels like to have your wealth truly managed — with vision, precision, and care.