Broker Check

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
  • Risk management analysis
  • Social Security Strategies

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?

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.

Book an appointment with Wharton Investment Consultants using SetMore
 

Stuart F Cameron BEM

OSJ Branch Manager / Financial Planner

302-239-2111

888-438-6460

sfcameron@ceteranetworks.com

Stuart is focused on helping individuals and families fulfill their lifetime financial goals, with his primary focus, helping widows, divorcees and retirement planning.  

 

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James Whisman, Jr.

Financial Advisor

302-239-2111

888-438-6460

jwhisman@ceteranetworks.com

James is the owner of Colonial Income Tax Service, LLC (a registered Certified Public Accounting Firm) (continues ...)
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Marsha Rubin

Financial Advisor

302-239-2111

888-438-6460

mrubin@ceteranetworks.com

Marsha is passionate about helping her clients succeed, simplifying their lives, and providing peace of mind (continues ...)
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Karen Cameron

Client Relationship Manager

302-239-2111

888-438-6460

kcameron@ceteranetworks.com

Karen Cameron brings over 15 years of administrative practice to her position at Wharton Investment Consultants. She has been happily assisting clients in her role as Client Relationship Manager since April 2003 and is a pivotal part...
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