About Us
Wes Shuman, WMCP
I've been in the Navy for 25 years (Submarines, Nuke and an ELT (the ELT really)) and throughout my time in the Navy I have seen a multitude of mistakes that these young sailors make with money, and I realized around 2015 that I really enjoyed helping them navigate some of these more complex problems with budgeting, investing and more. Now as I am about to retire, I wanted to continue to help these servicemembers manage their wealth, or more accurately grow their bonuses into wealth, and help them get ready for when they get out or retire. This has led me to learn a lot about retirement and investing in general, and I am ready to help anyone plan for and reach their goals!
For more information about WMCP (Wealth Management Certified Professional) Click here to see how this benefits you.
