Wealth and Risk Management Company
Wealth & Risk Management Company is an independent financial service and insurance firm offering comprehensive investment, financial planning, and insurance solutions.
About
Wealth & Risk Management Company (WRMCI) is an independent financial service and insurance firm with over 25 years of experience helping individuals and closely held companies. The company emphasizes understanding client needs and goals to provide tailored recommendations across investment, insurance, and planning services.
WRMCI offers a hybrid investment model, comprehensive insurance products, and a full suite of financial planning services, aiming to be a multi-generational planning partner for clients at all life stages.
Services
Financial & Estate Planning
We view Financial Planning and Estate Planning as having two different purposes in the process of planning. They are very different from each other, but they have many commonalities, and are intertwined. We spend a lot of time on these subjects including, getting to know what the clients want, the risk tolerance of their investments, as well as the things they want to preserve.
Investments and Advisory Services
You have choices in the way that you wish to invest. Some firms believe in one or the other, but we believe that you should have the choices. We have opted to establish a hybrid model: one that you have control, on which path that you want to take, sometimes both, but we believe that you should have control.
Insurance Services
Whole Life Insurance, Variable Life Insurance, Indexed Life Insurance, Universal Life Insurance, Term Insurance, Long Term Disability, Short Term Disability, Health Insurance, Medicare Supplements, Annuities, Indexed Annuities, Variable Annuities, it goes on and on and on. We are here to help you.
Property & Casualty Insurance
Our firm also has a specialty in Property and Casualty Insurance. Both Commercial lines insurance, for anything related to your business, if you have one, to Personal Lines, for anything you need protected on the personal side of your exposure.
