Wealth Planning Group (WPG) seeks to empower others with helpful information — financial, insurance, and legacy planning — for greater wealth management. We equip our clients with pertinent and timely information, providing both general and targeted insights of the industry.

Weekly Market Commentary

Read and subscribe to our Weekly Market Commentary from our WPG experts and researchers for the latest on the U.S. market and a global outlook.


Check out our vault of informational videos on the financial market, tips, and more!


WPG host several Events each year. All combine fun, inspiration, mixed with financial insight. Events include Forecast, our annual Paper Shredding Party and Oktoberfest, with refreshments served. Workshops are planned.

Wealth Management or Financial Planning. We’re Here to Help.

Wealth Planning Group Santa Clarita


25152 Springfield Ct.
Suite 345
Valencia, CA 91355


(661) 259-5559

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