Everything starts with a customized, written financial plan.
Preserve a legacy for your loved ones, minimize taxes, and/or charitable gifting.
Financial advice customized for you alone.
Every action we take is based on our data-driven, 3-step process.
Data-driven analysis is the foundation for everything we do.
First step in the 3-step process starts with an asset inventory, budgeting exercise, and in-depth conversation about your personal goals.
Individualized strategies ensure that your goals are always a priority.
The draft of your customized plan is presented and discussed. The focus is to provide the most realistic plan possible with a high degree of confidence in a successful outcome.
This step includes a thorough risk analysis of your current situation as well as of a proposed portfolio.
Income planning is provided for those transitioning to retirement, a new job, or marital status change.
Our comprehensive financial management means we're ready to address your every need.
The finalized plan is put in to action and reviewed at least annually. Changes to your situation are incorporated as necessary.
Partner & Director of Client Services
Partner & Wealth Manager
“You amazed me with your precision. I am so glad I have you guys on my side!”
"We treasure your friendship most of all and the wisdom you share to keep us financially sound."
The testimonial presented is made by an individual who is a client of Wyble Graham Garcia Wealth Management and is applicable only to the individuals depicted and may not be representative of the experience of others. The testimonials are not paid nor have the participants received any non-cash compensation and are not indicative of future performance or success.
Corporate Retirement, Retirement Plan, Retirement Plan Options, Budget Analysis, Inheritance, Risk Analysis, Insurance Review, Education Fund Plan, Establish Emergency Cash Pool, Debt Management, Beneficiary Assignment, Career Benefit & Compensation Review
Optimize Savings & Retirement Plan, Estate Plan Review, Integrate Financial Planning Strategies, Conisder Health Care Liabilities, Fund Retirement "Catch-Up" Provisions, Evaluate eldercare needs, Generational Financial Education, Establish a "Career-Optional" Income Strategy.
Social Security & Medicare Planning, Implement "Career-Optional" Income Strategy, Consolidate Accounts for Effective Planning, Wealth Transfer Planning, Family-Wealth Briefing, Philanthropic Endevors, Tax & trust Strategies
No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.