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Awards
2024 Forbes Best in State Wealth Advisor
Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor was recognized by Forbes as a 2024 Best in State Wealth Advisor.
2024 Forbes Best in State Wealth Management Team
WPMR has been recognized as a 2024 Forbes Best in State Wealth Management Team.
2023 Forbes Best in State Wealth Advisor
Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor was recognized by Forbes as a 2023 Best in State Wealth Advisor.
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Working With Our Team
Watch this video to learn about our team’s client service philosophy and what to expect when working with our team.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Two for Twenty Podcast
Episode 13 – Artificial Intelligence
Listen in to this quarter's podcast with Scott Phelan and Kevin Myers as they discuss Artificial Intelligence.
Episode 12 – Year-End Tax Planning
Listen in to this quarter's podcast with Scott Phelan as he discusses year-end tax planning and Estate Planning.
Episode 11 – Remembering 9/11
Listen in to this quarter's podcast with Scott Phelan as he interviews Greg Trevor, previous Sr. Information Officer for the Port Authority of NY & NJ.
Monday Morning Outlook
Continued Growth in Q1- April 22, 2024
Read this week's Monday Morning Outlook provided by First Trust.
Elections Matter- April 15, 2024
Read this week's Monday Morning Outlook provided by First Trust.
Is the Fed Tight, or Not?- April 8, 2024
Read this week's Monday Morning Outlook provided by First Trust.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information