Wharton Wealth Planning
Financial Consulting Santa Fe
Ready for 2024 Financial Wealth Well Being by CFP!
- Landline
- (646) 450-7021
- david@whartonwealthplanning.com
- Video
- about us - independent and conflict-free advice from fiduciary certified financial planners.
- Video
- financial planning guide to maximize (1) estate financial planning and (2) investment planning hosted by a cfp®.
- Video
- retirement planning guide to reduce unexpected risks to your retirement savings hosted by a cfp®.
- Video
- what is environmental, social, and governance (esg) and why is it important for investors.
- Website
- www.whartonwealthplanning.com
Description
Financial Planning & Investment Advisory Firm with Offices in New York and Santa Fe (N.M.) Our philosophy is to provide conflict-free services and place our clients' needs first. We work only for you - not a broker, bank, or insurance company. As a fiduciary, we are independent, objective, and commission-free. We believe that independent, fee-only advice yields the best financial solutions. A fiduciary standard obligates us to act in good faith and put your interests ahead of our own. At Wharton Wealth Planning, we help clients navigate life events (retirement, divorce, inheritance, career) by customizing financial plans and investment accounts to achieve long-term goals. We provide comprehensive wealth management services to deliver peace of mind. Our experienced financial consulting team can help you implement a financial plan that is specific to your cash-flow needs, family circumstances, investment goals, and financial and tax situations. We use a detailed discovery and analysis process to help create a financial plan that works best for you. Steps to create a plan include: (1) Consultation (2) Discovery (3) Evaluation of Strategy and Alternatives (4) Implementation and (5) Review. Financial plans and personal finance strategies are developed by a CERTIFIED FINANCIAL PLANNER™ (CFP®) to meet clients’ unique and evolving situations. Our CFP’s are compensated for their time and expertise in comprehensive financial planning and investment management under a clear fee structure.
Keywords Certified fee only wealth advisor, Certified Financial Planner, Certified Financial Advisor, Retirement Certified Advisor, Moving Retirement Accounts, Santa Fe Fee-only Certified Financial Planner (CFP), Fiduciary Certified Wealth Planning near Santa Fe's historic plaza in New Mexico, Financial Planner Aging Life Care Association, Certified Financial Consultant for Financial Plan Los Alamos and Santa Fe (NM), Certified Investment Advisor Investment Reviews, certified wealth advisor for trust and estate planning, Fee only retirement advisor.
Reviews
Opening hours
Payment Options
American Express , Visa , Cash , Check , Invoice , MasterCard
Categories
Financial Consulting(646)450-7021 (646)-450-7021 +16464507021
Map 150 Washington Avenue
Loading map...