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WP Financial, LLC

EST. AUM
$500,000,000

CONTACTS
6

CLIENT ACCOUNTS

Firm Details

Metro area Hartford
CRD Number
Website mywpteam.com
Client types

Overview

WP Financial, LLC is a Connecticut-based, fee-only wealth management firm built around the creed “confidence through planning.” The firm serves individuals, families, executives, and business owners with comprehensive wealth strategies that integrate investment management, retirement planning, college funding, elder care, estate and charitable planning, and business succession advice. WP Financial operates as a fiduciary, receiving compensation only for investment advice and prioritizing client interests. Advisors combine industry experience with technology platforms to design customized plans and diversified portfolios. The firm partners with Private Advisor Group and uses custodial and technology resources such as Fidelity, Schwab, eMoney, and Orion.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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