Daniel, Jeff, Heather, and the whole team have been amazing to work with. We felt very behind with our investing strategy before finding them and they really helped us get on track and we are hoping to reach our goals even sooner than anticipated. They also handle all the minutiae and paperwork which has always felt very overwhelming to me and that has made my life so much easier! Can’t thank them enough for their advice and help. Highly recommend!
Daniel and Jen have been helping my family since 2009. They have never led me astray, and even before his fiduciary pledge was official when WFP opened, he has ALWAYS been my fiduciary without question. In an industry rife with sharks swimming in the water, it is encouraging to find a group with transparent fees, advice on demand and results. Daniel even lets you borrow his live squirrel traps when you have those pesky tree rats in your newly purchased home’s attic. If you want to get some value from your advising, call them today.