Working together

Our team is looking forward to listening to you, understanding your feelings concerning your finances, and getting to know you.  We value our relationship with you and work to provide a solution that increases your security and prosperity.


A risk analysis and Investment Policy Statement (IPS) is constructed based on your input and underlines two important things

  1. a complete list of exposures to both negative risks and positive risks
  2. recommended actions concerning your risk exposures taking into consideration your specific risk tolerance.

A valuation of your firm and family is provided in the risk analysis.  A high-level and detailed comparison of future scenarios is always available to clients of WBC Risk Management Inc.


Progress toward achieving your goals is important to us.  We will have a progress report at least annually in addition to quarterly financial statements to verify you are on course.

Begin Journey – 931-526-4234