Wealth Management
Coordinates planning, investments, tax, insurance, and estate matters.
WPG Financial Group
Compiled from public sources
Unclaimed business
Unclaimed
- Claim to manage details & reply to reviews
- Pro profile & priority placement
- Reedleys Recognition & certificate
About WPG Financial Group
Based in Baltimore, WPG Financial Group is an independent financial advising firm founded in 2005. It serves individuals, families, business owners, executives, professionals, institutions, and foundations through a boutique family office approach. WPG provides fiduciary advice and coordinates financial planning, investments, tax, insurance, and estate matters through personal CFO relationships. Its wealth management services are designed for families and business owners, while 401(k) retirement plan consulting includes plan design, fiduciary guidance, and investment oversight for employers. The firm also works with clients who have multi-generational priorities and high earners who are not yet wealthy. Advice begins with understanding each client's priorities, responsibilities, and opportunities.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Category illustration. Illustrative image for this category. Not provided by the business.
Services & specialities
Highlights
401(k) Consulting
Provides plan design, fiduciary guidance, and investment oversight.
Fiduciary Advice
Independent guidance centered on clients' interests and financial goal
WPG Financial Group Reviews
No reviews yet — be the first to review WPG Financial Group.
Write a review
Sign in to write a review
or get a one-click link by email
No password needed. We only use your email to confirm the review is genuine.
No reviews match this filter.