Our Services
Risk & Asset
Management Services
Determine the proper risk and return criteria for your individual financial goals and consistently revisit, reasses, and recalibrate your risk profile and strategy changing life circumstances.
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Investment
Oversight Services
Select the optimal money manager for your goals, emphasizing tax efficiency of the investment portfolio. We will continually rebalance your investments and aggregate your entire portfolio in one site.
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Retirement Income
Distribution Services
Comprehensive set up of income in retirement to match needs and timing of each client, including social security/pension review, calculation of spending needs, and tax-efficiency analysis.
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Strategic Family
Wealth Planning
Review of your current assets and investment allocations, beneficiary designation, estate plan, and trust to maximize your family's future wealth and security.
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Full-Service
Investment Banking
Providing sage guidance to clients, informed by our varied expertise and enabled by ready access to capital markets. With a full host of investment banking services, we guide clients through the entire business life cycle — from market evaluations and strategy consulting to providing them with unrivaled access to capital markets.
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Pre-IPO Funds
& Investments
While Pre-IPO investments offer unique upside, the complexity and exclusivity of gaining access to these opportunities demands careful guidance from an investment advisor with research capabilities and resources needed to invest in the pre-IPO stage, which most individual investors are not able to do.
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WEG utilizes two clearing firms for the execution of customer orders. The SEC Rule 606 execution
reports maybe found by clicking one of following links:
RBC order flow information can be found here:
https://www.rbcwm-usa.com/legal/rbc-cs/cid-360855.html
Pershing order flow information can be found here:
www.orderroutingdisclosure.com
