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 and 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 commitment to this personalized service and high level 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 objective 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.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Do you have causes that you want to support with donations? Here are three tips.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Women must be ready to spend, on average, more years in retirement than men.
Taking your Social Security benefits at the right time may help maximize your benefit.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.