Wealth Management

We strive to be your most trusted wealth management advisors by monitoring anticipated changes in the financial market and developing tailored recommendations based on comprehensive research.
Explore WPWealth's extensive wealth management services

Working hand-in-hand with our clients

Estate Planning

Regardless of your stage in life, it is never too early to begin laying the foundation for your legacy. Click to learn more.

Financial Planning

We want to help provide financial clarity for your family. Click to learn more.

Insurance Services

WPWealth has the unique advantage of doing business with our insurance services provider, Partners Financial. Click to learn more.

Estate Planning

Regardless of your stage in life, it is never too early to begin laying the foundation for your legacy. Click to learn more.

Financial Planning

We want to help provide financial clarity for your family. Click to learn more.

Insurance Services

WPWealth has the unique advantage of doing business with our insurance services provider, Partners Financial. Click to learn more.

Investments

Our goal is to help manage, grow, and preserve the wealth you have worked hard to accumulate. Click to learn more.

Qualified Retirement Plans

Designing the future with you, knowing that you are making the right decisions for you and your company. Click to learn more.

Charitable Giving

Our team can help with donations to nonprofit organizations and help facilitate best practices through our relationship with Charles Schwab. Click to learn more.

Investments

Our goal is to help manage, grow, and preserve the wealth you have worked hard to accumulate. Click to learn more.

Qualified Retirement Plans

Designing the future with you, knowing that you are making the right decisions for you and your company. Click to learn more.

Charitable Giving

Our team can help with donations to nonprofit organizations and help facilitate best practices through our relationship with Charles Schwab. Click to learn more.

Meet the Wealth Management Team

Learn more

Shane Miller

WPWealth Partner

Learn more

Bill Weston

WPWealth Partner

Learn more

Rebecca Sierp

WPWealth Director of Operations

Shane Miller

WPWealth Partner

Learn more

Bill Weston

WPWealth Partner

Learn more

Rebecca Sierp

Director of Operations

Learn more

We look forward to
working together

Submit the form at right and one of our professionals will be in touch with you.

Questions? Contact an advisor.

Contact an Advisor

Get started today. Submit the form below to get in touch with an advisor. For all other inquires not service related, click here.
Skip to content