A complete list of active advisors currently associated with WG Plan LLC

Warmer can help you find a great advisor at WG Plan LLC or one who fits your needs even better.

WG Plan provides discretionary asset management and financial planning services to individual and high‑net‑worth clients, delivering ongoing portfolio supervision alongside one‑time and ongoing financial planning engagements. The firm manages accounts across a range of instruments, including stocks, bonds, mutual funds, ETFs, REITs, options, structured products, and certain alternative investments. The firm’s investment approach blends fundamental and technical analysis, Modern Portfolio Theory, and a proprietary quantitative model called P.L.A.N. that assesses trend, momentum, and volatility daily to shift portfolios between risk‑on and defensive postures and re‑ranks eligible investments on a monthly basis. Accounts are managed separately to client specifications and are reviewed at least annually, with more frequent contact for clients engaged in ongoing planning services. WG Plan is a small advisory practice (two advisers with roughly $5 million in discretionary assets and a single‑digit client base) and is notable for ownership ties to an estate‑planning law practice that shares office space and may refer clients, as well as for having advisers who are licensed insurance agents and may receive commissions. Those affiliations and potential conflicts are disclosed and clients retain the ability to choose outside professionals; the mix of a proprietary quantitative allocation model together with law‑practice and insurance affiliations is atypical among peer firms.

To learn more about the advisors currently working at WG Plan LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.