Wharton Business Group partners with successful business owners and operators and institutions to help preserve and enhance their wealth throughout their lives.
WBG offers business owners and institutions and their key employees decades of experience providing unbiased investment management and business succession advice, connects them with a network of experts, and gives them the confidence of working with advisors whose interests are completely aligned with theirs.
- Founded in 1992
- 100% employee-owned
- Staff average 22 years of industry experience
- Assets under management: $2.0 billion (80% individual, 20% institutional)