Confidence through Planning
Why WP Financial?
Fiduciary Commitment
As a fiduciary, we have a legal obligation to place your interests first.
Individual Approach
Our creed is “confidence through planning.” We work with each client to combine sound strategies with individual design solutions so our clients can reach their financial goals.
Fee-Only Services
We receive compensation only for investment advice. We do not accept any commission on investment products or trades we conduct on your behalf.
New & Noteworthy
Private Advisor Group Supports WP Financial with $95 Million
AUM Acquisition of Sage Financial Design, Inc.
WP Financial, LLC, and Habitat for Humanity North Central CT: Partners in Building Dreams!
We raised $63,000 for the Habitat build that we participated in on September 27, 2024. This is in addition to the $125,000 raised over the prior two years. Last year’s goal was to finish raising enough funds to cover the cost of building an entire house. Thank you to our donors this year and every year!
2024 Volunteering!
September 27th:
This year, we spent time working in East Hartford on a new neighborhood of 10 houses. This was our biggest crew on site. We spent the day with 23 volunteers, a mix of clients and employees, framing interior walls, framing and raising exterior walls and caulking.
June 11th:
We spent the day at the Hole in the Wall Gang Camp in Ashford CT. The camp is dedicated to providing “a different kind of healing” to seriously ill children and their families, free of charge. We were able to spend our time cleaning cabins, weeding and landscaping the grounds, setting up craft projects – all jobs aimed at making the camp ready for the campers!
Website https://www.holeinthewallgang.org/.
May 22nd:
We were represented by 11 strong women in East Hartford at Habitat for Humanity North Central’s Women Build. They had a productive day building in this amazing neighborhood in East Hartford. We look forward to heading back in September for our annual build.
