Nationwide coverage— Our strong national network is focused on delivering the highest level of service to dentists in every state.
Treloar & Heisel Wealth Management (THWM) is a member firm of The Wealth Consulting Group (WCG), a boutique investment advisory firm. THWM provides financial planning and asset management services tailored to the specific needs of dental and medical professionals. THWM and other WCG investment advisors manage close to $2 billion in assets.
Advantages we offer to our investment clients include:
A retirement plan might provide big tax savings, but it can also be a major hassle. You have a legal liability to your employees to make sure contributions are done correctly, costs are reasonable, and education is provided that may help them make the most of the plan. Make a misstep and the penalty can be substantial.
Our turnkey service will help try to make the process both profitable and less painful. Work with us and you can expect:
Your pursuit of long-term financial success is rooted in investment planning aligned with the recommendations in your Plan-to-Live. Your Personal CFO team, in concert with our investment management team, can help implement the portfolios appropriate to this plan.1
Benefit from our relationship with a recognized investment boutique.
Already Have a Plan?
Ask us about our Fiduciary Plan Review Report. We’ll benchmark your costs, fund menu and evaluate if you have the most efficient plan design. For most plans we can assume management without having to change current TPA or record keeping services.
Schedule a Conversation with a Wealth Management Advisor:
Jeffrey E. Wherry, CFP®, CLU®, ChFC®
Director of Research and Planning, THWM
1 The Wealth Consulting Group, Personal CFO Services, https://www.wealthcg.com/private-client-group
Treloar & Heisel, Treloar & Heisel Wealth Management, and Treloar & Heisel Property and Casualty are all divisions of Treloar & Heisel, Inc. Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as Treloar & Heisel Wealth Management. Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC. Insurance products offered separately through Treloar & Heisel and Treloar & Heisel Property and Casualty. Treloar & Heisel, Inc., Treloar & Heisel Wealth Management, and WCG Wealth Advisors, LLC do not offer tax or legal advice. Past performance is no guarantee of future results. Investing involves risk including loss of principal. No strategy assures success or protects against loss. Asset allocation does not ensure a profit or protect against loss. Investing in mutual funds involves risks, including possible loss of principal.