About Wealth Planning & Management


We are here to help you achieve your financial goals, to
manage your money, and to make your life better.

Wealth Planning & Management, LLC, was founded by John
Guy, CFP on July 16, 1997, as a fee-only registered
investment advisor (RIA) providing individualized,
comprehensive wealth management and investment
management services.

We are legally, morally and ethically obliged to act in your
best interest as fiduciaries. We only make recommendations
in your best interest. We receive no commissions. We sell no
products. We only sell advice.

There are no hidden fees, no hidden agendas.

You benefit from our small size. As a boutique advisor
serving high-net-worth individuals, every relationship is
important and unique. With no national ad campaigns, we
rely on referrals to grow.

You are treated individually, and our service is neither
delayed nor diluted by a bureaucracy.  You won’t be treated
like just another account number.

Please contact us for a complimentary confidential
consultation.
About WPM
Wealth Planning & Management, LLC.
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