The Clients We Serve

With 40 years experience partnering with families and businesses, we understand what your wealth means to you. That’s why we take our role as your partner very seriously; designing a comprehensive plan that allows the wealth you worked for to support and benefit your family or organization for many years to come.

Learn more about our services here.

Perspective

Just A Theory

Is the economic torch being passed to the next generation? In an April 29, 2021, essay in the Wall Street Journal by Jon Hilsenrath titled Behind Biden’s Big Spending Plans

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What Happens to Stocks When Inflation Rises?

Despite conventional wisdom to the contrary, historically, stocks have not necessarily performed poorly when inflation was high.

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40 Years of Discipline, Learning, and Adapting

This quarterly report cover letter commemorates WIC’s 40th anniversary… [it] looks back at what we did well, and not so well; at what we have learned

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For a full list of our team’s perspective, research, and general thinking, please click here.