A Truly Holistic Approach for All That Life Brings: Dave's Story

"For  over 20 years, I've worked in sales and marketing roles across various industries -capital equipment manufacturing, wiring and cable, and most recently the precious metals industry where I've been for the last 12 years.

As I advanced in my career and responsibilities grew, I knew I needed guidance from a financial advisor. I also had retirement funds scattered across old employers that needed to be consolidated and managed properly. That was about 10 years ago. 

I've been working with WHZ ever since, and the experience has been invaluable. What really stands out is how comfortable and open the relationship feels. I can reach out to my advisor anytime about anything, whether directly finance-related or not. 

When I was considering buying an equity stake in my current precious metals company a few years ago, WHZ was an immense help. I casually brought up the idea, and they worked with me to analyze different scenarios for how to structure it while managing the financial implications. They've continued providing advice on optimizing my compensation structure within the business. 

WHZ takes a truly holistic approach that goes far beyond just investment management and retirement planning. They're always willing to lend expertise to help our whole family succeed.

Of course, they've also excelled at the traditional financial planning side - ensuring we're on track for retirement, helping balance competing priorities like saving for our kids' education, managing tax implications, and more. 

Overall, WHZ has provided a comprehensive, high-touch partnership. The entire team shows great attention to detail, proactively following up to ensure nothing falls through the cracks. They make you feel like a valued partner rather than just another client. I'd highly recommend WHZ to anyone looking for financial advisors who truly understand building holistic plans for long-term success. 

This statement was provided 3/14/2024 by David Farnum who is a client. The image shown is a model and not the actual client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.