Products & Services

What We Do

Comprehensive solutions, tailored to you

From everyday planning to complex fiduciary services, we bring coordinated investment and tax expertise under one roof.

Financial Planning

Whether it's owning your own home, funding your children's education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Retirement Planning

Retirement planning shouldn't start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Corporate Retirement Plans

WEWM, led by Accredited Investment Fiduciary (AIF®) Austin Rinard, is uniquely qualified to serve as a 3(21) or 3(38) Fiduciary for your corporate retirement plan.

Not sure where to start?

Tell us about your situation and we'll point you to the right next step.