Wealth Management

Benefit From Professional Wealth Management

WEALTH ORGANIZER CONTACT AN ADVISOR

Video: What's Happening in the US Economy & What It May Mean for Your Investments

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Recorded 4/6/20 and previously published here as "Wealth Management with Treloar & Heisel." Information was originally presented in the context of significant market volatility from effects of the COVID-19 pandemic.

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. and its divisions and WCG Wealth Advisors, LLC do not offer tax or legal advice.

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What Makes Us Different

Nationwide coverage— Our strong national network is focused on delivering the highest level of service to dentists in every state.

  • Fee-based offering – We offer transparent pricing in the form of fee-based financial planning, investment services and retirement plans that may help our clients plan to live the lives they envision. 
  • Fiduciary duty— We take responsibility for our actions and recommendations and strive to serve your best interest at all times.

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:

An experienced investment team

  • An investment committee with 200 years accumulated experience among team members meets weekly to review portfolio performance relative to benchmarks  
  • Our trading team monitors portfolios and trades daily 
  • We source our research from LPL Research, Morningstar and FI360, among others
  • Our portfolios are vetted annually by research departments of globally prominent institutional asset management firms

A defined investment process

  • Adherence to Modern Portfolio Theory, which is an investment approach that can optimize a portfolio based upon correlations and the capital asset pricing model.
  • Focus on expense management by utilizing low cost mutual funds, ETFs and individual stock holdings when appropriate
  • Our core strategy involves designing a low-cost portfolio that may help you pursue your long-term goals. A portion of the portfolio leverages short-term movements in the market, which is a tactic that may enhance your overall performance

A range of portfolio strategies that enable us to align a portfolio to your plan

  • A range of risk models from conservative to aggressive
  • Ability to practice asset allocation for non-taxable and taxable accounts
  • Potential for tax-harvesting strategies

High Impact Portfolios emphasize investments in companies with strong environmental, social and corporate governance traits, which may help you to align your investments with your values.

Retirement Plan Management Services 

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:

  • No Conflict of Interest - Although we do have negotiated pricing with multiple third-party administrators and record keepers only you pay us, so you’ll be confident that our recommendations are only in your best interest. 
  • 3(21) Fiduciary Responsibility–We’ll select and monitor your fund menu and share the legal responsibility for our recommendations.  You’ll receive a semi-annual Scorecard report that evaluates existing funds and suggests alternatives if warranted. 
  • Competitive Costs – We periodically compare the overall pricing of your plan to other similar plans to ensure that your costs stay below average.  
  • A Dedicated Service Team – You’ll have a team assigned to your plan to help coordinate among all parties involved including TPA and record keeping firms.  We design a strategic low-cost portfolio to help you pursue your long-term goals, and we also dedicate a portion of that portfolio to working towards enhancing your performance by leveraging the short-term movements of the market. Our team can also assist with enrollments and employee education.

Implement Your Investment Strategy

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 Wherry

Jeffrey E. Wherry, CFP®, CLU®, ChFC®
Director of Research and Planning, THWM

Josh Miller

Josh Miller, AIF®
Wealth Advisor

 CONTACT AN ADVISOR

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.

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