At WBH Financial Services
We believe that helping you reach your Goals is just as important as the assets we manage for you.
Find out what we can do for you
We believe you shouldn’t have to face the uncertainty alone.
Navigating the financial decisions of life can be a daunting, complex and often murky challenge. A knowledgeable guide can help.
We believe there is more to life than compiling wealth.
Our approach is holistic. Our goal is to help you think about your life and how you want it to evolve over time based on your goals and values.
We concede we do not have all the answers, but in asking the right questions we are able to broaden the conversation from asset management to money as it relates to each and every aspect of your life.
We believe tax knowledge is critical to achieving your goals.
Our founder, Brent Hamilton, holds a Masters degree in Financial Planning, is a CFP® CERTIFIED FINANCIAL PLANNERTM and is also admitted to practice before the IRS as an Enrolled Agent.
Our unique expertise allows the design of highly efficient Wealth Management predicated on tax efficient strategies. We believe that helping you reach your life goals is more important than the assets we manage for you.
We believe that straight talk is always best.
The advice you get from us will help you have the retirement you desire and understand how to transfer wealth to our loved ones and favorite charities.