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Company Our History WMC History
Company Our History WMC History
| WMC History |
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Since 1995, Wealth Management Consultants (WMC) has been providing fee-only, professional investment management.
We help our clients build better lives for themselves and their families through prudent management of their resources, so they can achieve their goals with the least distraction from their daily lives. We focus on excellent service. We design a long-term, common-sense program specifically for you, and we provide enough support and education to make you a partner in the asset management process. In 2010, we joined Buckingham Asset Management, LLC, which is based in St. Louis. WMC and Buckingham have enjoyed a wonderful relationship and synergy for more than a decade. WMC Founder and Principal Irv Rothenberg has been a colleague and longtime friend of Buckingham's co-founders. We ultimately decided the time was right for our organizations to combine forces. WMC’s home is in Santa Rosa, in the heart of wine country. We primarily serve clients across California and the western United States. Through our relationship with Buckingham, we also serve a national base of clients. If you would like to speak directly with a WMC advisor about customized wealth management strategies that can help you reach your financial goals, please call 707.542.3600 or send an e-mail to This e-mail address is being protected from spambots. You need JavaScript enabled to view it . Add this page to your favorite Social Bookmarking websites          |