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WGG WEALTH PARTNERS
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With the right financial advice , life can be brilliant .” This is a principle that Sacramento-based private wealth advisor Bret Glover firmly believes in . Glover is the co-founder of WGG Wealth Partners , one of Sacramento ’ s largest wealth management firms . As a proud Sacramento State alumnus , he credits his Sac State education for the three-decades-long career he still enjoys today .
“ During my time at Sacramento State , I had the opportunity to apply for an internship through the School of Business with IDS Financial Services ,” says Glover . “ After interning for two years and receiving a job offer upon graduation , I am still with the same broker-dealer 30 years later .”
Today , WGG Wealth Partners , a private wealth advisory practice of Ameriprise Financial Services , LLC , is one of the region ’ s leading financial planning firms . In 2000 , Glover and his two business partners Stephen Westlake and Colin Grahl founded WGG ( formerly known as Westlake , Grahl , and Glover ) with the shared commitment to helping clients reach their financial goals through holistic planning and exceptional service . Because of this dedication and approach , the three partners have grown their company exponentially over the past 21 years .
“ What began as three advisors and a handful of support staff has grown to more than 40 team members , including 13 certified financial planning professionals ,” says Glover . “ At WGG Wealth Partners , it is our mission to support our clients and employees , give back to the community and help local businesses thrive .”
Whether it is planning for retirement , navigating financial markets or mitigating risk , Glover and his team work tirelessly to create a personalized plan unique to each client that allows them to meet their future with confidence . The firm is dedicated to the Sacramento region and prides itself on offering internships and employment opportunities for qualified Sac State graduates .
“ Our competitive advantage is our collaborative approach ,” says Glover . “ As a team , we combine our knowledge and experience to provide an elevated level of service and advice for every client . We believe that living confidently begins with education and having a plan .”
HORNET PRIDE
ALUMNI SPOTLIGHT
“ Holistic financial planning through education and exceptional service is the cornerstone of how we work with every client .”
— Bret Glover , CFP ® , CRPC ® Managing Partner WGG Wealth Partners
3741 Douglas Blvd . Suite 290 Roseville , CA 95661 ( 916 ) 677-1640 WGGWealthPartners . com
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