Our team is looking forward to listening to you, understanding your feelings concerning 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.  Two important things are underlined.

  1. a list of current positive and negative risks in your model. (Qualitative Risk)
  2. recommended actions with consideration of your specific risk tolerance. (Quantitative Risk)

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


The achievement of your goals is important to us.  We will conduct a progress report annually and in addition you will receive quarterly statements to verify that you are on course.

Begin Journey – 931-526-4234