Services

 

Mobile Office 

We know you are often very busy and have limited time to take care of even your own personal affairs. We strive to reduce your stresses in both the physical world and the financial arenas of your life.  Let us make things a bit easier by coming to you. We are happy to provide elite services to our clients in all ways possible.  Our Mobile office allows us to be in constant contact with both our clients, offices and real-time market changes with up to date news and info. Whether we are coming to you for meetings or on the road for an event, the Sprinter keeps us, as well as you, in the best comfort and in a fast-paced and hectic world, this is something we do not take for granted! Madelines DSC_0848 re Madelines DSC_0868

 

 

 

 

We will help guide you along your financial journey by talking with you about your life and your goals; by doing so we can assess any changes that need to occur in your financial strategy. We organize all of your personal and family financial information in one place. Our years of experience are coupled with a comprehensive approach and sophisticated technology. We consolidate your information and present it in a way that is easy to understand and available any time, day or night.

Integrated Wealth Management Is Key to Financial Health

The income bracket of doctors makes them the target of financial specialists of all shapes and sizes, each of whom professes the expertise to provide you the most efficient retirement plan, a can’t-miss stock, insurance coverage, tax shelters … the list goes on. Ask yourself this:

•Can specialists looking through the microscopes of their own individual disciplines be successful in helping you achieve your overall financial goals?

•Who ensures that their combined efforts are squarely focused on your financial health in its totality?

•Would you like to view your personal financial home page where daily updates of all accounts are in one secure place, available to you at anytime from any place with an Internet connection?

That’s where Wilshire-Pennington, comes in. We act as a single point of contact overseeing the entire wealth management process to help ensure that all team members and all components of a plan work together harmoniously.

Our Approach to Comprehensive Wealth Management?

Our approach to comprehensive wealth management is a process that involves focusing on all aspects of your financial life events. Traditional wealth management firms typically report static information – showing a snapshot of a moment in time. We update account values nightly so that our analysis reflects current market conditions.

In addition, many net worth calculations simply subtract Liabilities from Assets. We go a step further. We include a Protection and Cash Flow analysis in the same view. This facilitates more meaningful insights and allows us to “stress test” our recommendations and tax strategies. The old way involves designing solutions that are outdated at the moment the plan is finished. We at Wilshire-Pennington believe in weaving all the solutions together into one integrated plan so all aspects work harmoniously together. Just think of it: Wilshire-Pennington takes all of these components and combines all accounts into one central place which is updated daily for ongoing reviews.

Since managing your financial assets is an ongoing dynamic process, it is important you feel comfortable with your financial advocate, share a mutual respect, and be confident your best interests are your consultant’s top priority. To learn more about Wilshire-Pennington’s approach to helping you manage your financial life events call us at 1-800-264-5815 to set up an appointment.