Wilton, NY Office

WealthPro, LLC provides comprehensive financial planning, investment consulting and portfolio management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other entities. The firm delivers advisory services on a fee basis and, through its associated persons, also offers brokerage and insurance products on a commission basis.

The firm typically operates on a non‑discretionary basis for its advisory role, recommending asset allocations and introducing clients to independent third‑party managers and model strategists who may have discretionary authority to implement portfolios, including model portfolios available through an AssetMark‑based wrap program (WealthCraft MAAP). WealthPro conducts ongoing monitoring and periodic reviews of accounts while clients retain custody relationships and responsibility for proxy voting and other custodial statements.

Noteworthy aspects of the brochure include WealthPro’s use of a wrap‑fee platform and multiple independent managers, and a disclosed affiliation and supervisory relationship with The Strategic Financial Alliance, Inc. and its parent holding company (including a minority ownership interest and stock option arrangements). The firm is also a licensed insurance agency and permits associated persons to effect commission‑based securities and insurance transactions, arrangements the brochure identifies as creating potential conflicts of interest and fee‑sharing or referral compensation.