Portfolio Review

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    Questions about your current portfolio or seeking a second opinion?     
    Speak with one of our     advisors
    or call 866.545.8816. (New clients only.)
    All other needs, call 800.711.2027.

     

WMC Team PDF Print E-mail

WMC uses a team approach as we strive to meet our key objective, which is to give you true peace of mind when it comes to financial security. We believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success.

  

* denotes principal of the firm 

ADVISORS

 Thelia Eagan, CPA/PFS* Irv Rothenberg, CPA/PFS Brent Thomas, CFP*

OTHER TEAM MEMBERS

 Pam Heuer
 Deana Rickley
 Niclas Murk Bryce McCannell            

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 .


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