We offer peace of mind
by simplifying and coordinating our clients' advisory teams.
The WBG Team
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Sue Henricks
Executive Assistant
Investment
Experience: 5 years
With WBG: 5 years
Sue joined WBG in 2010 to manage ...[Read More]
Experience: 5 years
+
Matt Delaney
Partner
Investment
Experience: 22 years
With WBG: 18 years
Matt left the bright lights of law and ...[Read More]
Experience: 22 years
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BJ Webster
Managing Director, Founding Partner
Investment
Experience: 29 years
With WBG: 24 years
BJ has over 29 years of experience ...[Read More]
Experience: 29 years
Our Services
Investment Management
Our difference
Case Studies
Three clients, three solutions
Lowering your investment management fees
can have a huge impact on preserving and enhancing your wealth.
Let us show you how.
Learn More