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WPG Financial Group

Email address and contacts

Quick try with Steve Gessner from wpgfinancial.com

WPG Financial Group company description

At WPG Financial Group, our approach to financial planning is personalized, strategic, and team-based. We take the time to get to know you, before offering advice. Our long-term, proactive approach is designed to enhance your financial strengths and success - not ours. Budding entrepreneurs, veteran business owners, single professionals, growing families, and businesses all rely on WPG Financial Group to help them reach their financial goals. Taking a long-term and proactive approach to planning, we have the resources and capabilities of a large firm, but the personalized attention that only a small firm can offer. Building financial partnerships based on transparency, on-going dialogue, new ideas, and informed decisions; we are passionate about helping each of our clients reach their unlimited potential. Advisory Services offered through WPG Advisers, LLC, a Registered Investment Advisor. WPG Advisers, LLC and WPG Financial Group, LLC are affiliated entities.

Key Employees

  • Steve Gessner
    Partner
  • Patrick Bollinger
    Financial Advisor
  • Dave Williams
    Partner

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New team members of WPG Financial Group

Michael Burchell
Portfolio Manager
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