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Our Giving Back List: 40 Acts of Kindness

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40 Acts of Kindness   Our Giving Back List of 40 Acts of Kindness is growing to showcase the amazing generosity and charity of our team and our clients.  Our clients have demonstrated numerous acts of kindness through the years. In fact, just last year the Qualified Charitable Donations (QCD’s) distributed from our client accounts […]

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New Team Member – Tim Dougherty Joins WPC

Meet the Team, News, Next Gen /

Team News! Please join us in welcoming our newest Financial Advisor, Tim Dougherty! To enhance our Financial Planning and Investment Advisory Team, we are happy to announce the addition of Tim Dougherty to Wealth Planning Corporation.  Tim comes to us from Fidelity where he worked in retirement planning and investment management solutions for the past

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