WFS Financial Services WFS Financial Services WFS Financial Services WFS Financial Services WFS Financial Services

Welcome to Wahlberg Financial Services

Wahlberg Financial Services is an independent financial services firm offering personalized and comprehensive, fee-based financial planning and advice, portfolio management services, and insurance products. As we are not affiliated with a specific bank or insurance provider, we can offer objective advice to our clients, uninfluenced by company products or demands. This freedom allows us to put our client's needs first at all times and to build a relationship based on a joint pursuit of their individual goals.

Philosophy

Personal

Our goal is to truly know our clients and to fully understand their financial positions and aspirations. A deep, professional relationship encourages open communication and builds trust in your advisor, which allows us to provide you with the best possible advice for your unique situation.

Thorough

To reach the goals you have set for yourself, you need the stable footing of a well-balanced financial situation from which to work and grow. Accordingly, we take a holistic approach to our client's financial planning, performing a thorough examination of each client's circumstances and creating personalized strategies for them before discussing products.

Prudent

Our approach to financial planning and investing is based on prudence. While it is important to capitalize on opportunities as they present themselves, it is equally important to not take on undue risk.

Disciplined

We believe the key to financial success is discipline. Emotional reactions to economic news, market movements, or developments in your personal and professional life can lead to poor financial decisions. Only through a disciplined approach can you avoid mistakes made in the heat of the moment.

Areas of Advice

Financial planning with Wahlberg Financial Services includes the analysis of multiple areas of your financial life:

  • Cash flow review and analysis
  • Net worth review and analysis
  • Insurance review and employee benefits selection
  • Wealth accumulation toward large expenses or purchases
  • Planning for retirement or managing a current retirement
  • Tax planning*
  • Estate planning

We can also help with specific situations:

  • Job change
  • Starting your own business
  • Retiring and the decisions associated with that process
  • Saving for college
  • Buying a home
  • Marriage
  • Arrival of a child
  • Inheritance/Unexpected income

*The professionals at Wahlberg Financial Services are not tax accountants or Certified Public Accountants. Please seek the advice of a qualified tax accountant before implementing any financial plan or if you have specific tax-related questions.

How to Become a Client

Wahlberg Financial Services offers a complimentary, no-obligation consultation to those considering becoming a client. During this consultation, we will review your financial position and goals, discuss our services and our approach to financial planning and asset management, and determine if working together would be beneficial for you.

Please select the “Request a Consultation” link below to schedule a time for this meeting. In your email, please include your preferred method of contact and a brief description of your primary questions and concerns.

Request A Consultation