About Us
Wealth Management & Financial Planners
The Wealth Planning Group is a boutique private client firm dedicated to providing wealth planning services to individuals and families seeking independent, comprehensive, and objective advice. Our partners are Certified Financial Planners with over 20 years of planning and investing experience. Either by working in tandem with your existing advisors or by developing one with you, the Wealth Planning Group believes that a “team” approach allows us to provide the highest quality planning.
We believe that true wealth is not measured by monetary assets alone, but encompasses your unique values, passions, and dreams. We help our clients define the footprint they leave behind.
We also feel strongly that there is a tremendous distinction between FINANCIAL PLANNING and INVESTMENT SERVICES. If your current situation precludes you from distinguishing the difference, please contact us for a complimentary consultation.
Experience the difference!
Our Clients
Our clients share in the realization that by coordinating and managing today’s financial decisions, they can achieve their goals of tomorrow. They are individuals preparing for the future. They are families who want to protect the success they have already achieved. They are people who expect excellence and have made a firm commitment to achieving it themselves. Our clients usually have no desire to manage their financial affairs on a daily basis, instead, wanting to simplify their lives. They are willing to enter into a life long relationship that is mutually beneficial and are highly motivated to work with a team of professionals, not sales representatives.
Though each client has their own unique set of circumstances, they all tend to have similar concerns. They want to be appreciated and well cared for. They want to have confidence in their advisor and peace of mind with their planning. They look for honesty and integrity. At WPG, we feel that clients should get all this…and more.
Some of our clients include:
- Retirees and those preparing for retirement
- Business Owners and Executives
- Professionals in the Entertainment Industry
Meet Our Experts
James E. Blazer, CFP®
Principal
Email: Jim@wealthplanninggroup.net
Tel: 661-259-5559 x301
R. Christopher Verbeck, CFP®
Principal
Email: Chris@wealthplanninggroup.net
Tel: 661-259-5559 x302
Address
25152 Springfield Ct.
Suite 345
Valencia, CA 91355
Phone
(661) 259-5559
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