Broker Check

Client Communications

In today’s ever-evolving, fast-paced world, the news changes in an instant. Continuous, open communication is vital. We provide honest, objective and easy-to-understand resources when and where it is convenient for you.

Client Calls

We believe in being available to you whenever you reach out to us. Phone calls rarely go to voicemail. We have a policy in our office to make sure you always reach one of our dedicated team and strive to respond to calls as soon as possible.

Client Visits

It is always a great thing when we can meet you face-to-face to discuss your accounts or other important life decisions. We understand – that this isn’t always possible. We will work around your busy schedule with a teleconference or video conference.

Seminars and Events

We conduct periodic educational seminars that focus on relevant market issues along with a wide range of investment and retirement topics. All are welcome to attend. We invite special guests to address specific topics in detail. Details are published on this website and in our Newsletter.


Whenever there is important news that we feel will affect you or your family, you will find it in your inbox.

Wharton Blog

To try and reduce the amount of emails sent to our clients, we post a lot of information of a less urgent type to the "Wharton Blog" on our website

Quarterly Reports

Our quarterly account reviews include market commentaries and account update information.

Facebook, X and LinkedIn

We invite you to follow us on Facebook, X and LinkedIn to stay in the loop. Please click the links on this website to join us.

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