Welcome to WealthPro Financial
WealthPro Financial is a comprehensive financial services firm specializing in portfolio construction and management with a commitment to helping you improve your long-term financial success. Our programs are investment platforms are designed to grow and conserve your wealth by offering a wide array of financial services, investment choices, and an unprecedented level of personalized service. The WealthPro business model is "client-centric" and unlike many of our competitors, we do not take on more clients than we are effectively able to have meaningful relationships with. Our high level and commitment to this personalized service and attention to each of our clients portfolios makes it necessary for us to limit our client base to primarily high networth investors and those who appreciate the value of professional and unbiased asset management.
If you are interested in this degree of service and expertise, I encourage you to explore our site and learn more about the services we provide. While our website is designed to provide conveneint and fast access to a wide range of information, it is not a substitute for the individual attention we strive provide our clients with. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (480) 699-8448 . We look forward to hearing from you.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Understanding how a stock works is key to understanding your investments.
Here's a breakdown of how the federal government spends your tax money.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Smart investors take the time to separate emotion from fact.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If you died, what would happen to your email archives, social profiles and online accounts?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?