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.
Benefit from our relationship with a recognized investment boutique.
We are a member firm of The Wealth Consulting Group a boutique investment firm, through which we provide professional asset management services tailored to the specific needs of Treloar & Heisel Wealth Management clients. Our in-house investment team has close to $2 billion under management. Advantages we offer to our investment client include:
An experienced investment team:
A defined investment process:
A range of portfolio strategies that enable us to align a portfolio to your plan:
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 to 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:
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
Josh Miller, AIF®
About Treloar & Heisel
Treloar & Heisel, Treloar & Heisel Wealth Management, and Treloar & Heisel Risk Management 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 Risk Management.
Treloar & Heisel, Inc. and Treloar & Heisel Wealth Management do not offer tax, legal, or business consulting advice. Please consult a professional concerning these topics.