Wharton Investment Consultants
OSJ Branch Manager/Financial Planner
We Are Here To Serve You
Making investment decisions has become increasingly complex. News headlines can cause investors to make emotional decisions.We help educate clients and provide clear perspective to help ignore the white noise.
We work toward your goals as your co-planner.
Personal discussions determine goals and objectives. Individual objectives, time horizons, risk tolerance, liquidity needs and family goals are all considered when making recommendations.
We do the research and homework you don’t have time to do. Portfolio construction is guided by our focus on risk & return to attain your goals.
Our mission is to create confidence for you – while building a long-lasting relationship.
We believe in managing relationships, not just portfolios. We take our responsibilities seriously.
Those who work with us know our success is tied to their success.