Wharton Investment Consultants

CONNECT

Address:

2055 Limestone Road, Suite 200F
Wilmington, DE 19808

Phone:

302-239-2111

Fax/Other:

888-438-6460

Our Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Generational Planning
  • Risk management analysis
  • Long-term Care Insurance
  • Social Security Strategies
  • Medicare Guidance

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • Are my investments appropriate for my time horizon, risk tolerance and investment objective?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Do I need Long-term Care insurance?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

We are always looking to add Financial Advisors to our team of professionals.  We can also help those interested in becoming a Financial Advisor.  Contact Stuart for details at 302-239-2111 or email him at sfcameron@ceteranetworks.com.

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Stuart F Cameron BEM
OSJ Branch Manager / Financial Planner

James Whisman, Jr.
Financial Advisor

Marsha Rubin
Financial Advisor

 

Karen Cameron
Client Relationship Manager