Fiduciary Financial Advisors

 


Let us be your guide!

Welcome to Wharton Investment Consultants

We are a financial services firm committed to helping our clients pursue their financial goals. Our programs are designed to help grow, protect and conserve our clients' wealth while delivering a high level of personalized service. We are a group of financial consultants who work together, yet independently.

We encourage you to explore our site and learn more about us and the services we provide. If you have any questions or need more information, please contact us.

We look forward to helping you with your goals.

RISKALYZE

At Wharton Investment Consultants, we implement RiskAlyze, the award-winning risk engineering technology that mathematically pinpoints your Risk Number™ and aligns your portfolio to match.

RiskAlyze replaces subjective terms such as "conservative" and "aggressive" with the Risk Number, a quantitative way for clients to establish the correct amount of risk for their investments. Through this process, our advisors are able to use that data to meet our clients' expectations and quantify suitability.

Contact us today to see how the RiskAlyze process can work for you, or use the button below to find your Risk Number.  From there we check the Risk Number of your investments.....do they match?  You may be invested with more risk than you are comfortable with, or underinvested based on YOUR Risk Number.

Riskalyze Information