0920_September Comstock's Magazine September 2020 | Page 5

WGG Wealth Partners
PROVIDING PERSONALIZED FINANCIAL ADVICE AND OUTSTANDING
CLIENT SERVICE FOR HEALTH CARE PROFESSIONALS
Known as one of the top financial
planning firms in the region, the
Roseville-based WGG Wealth
Partners offers extensive knowledge and
experience. With an impressive 33 years in
business, the firm prides itself on taking a
holistic approach, providing every client
with an individual plan tailored to meet
their unique financial goals.
Colin Grahl, a founding partner for WGG, says
the firm serves clients across a multitude of
industries but has significantly grown in the
health care space. “We have clients that work
in private practice, for large health systems,
pharmaceutical companies and a number
of specialized areas of care,” says Grahl. “We
help them decide what type of financial
planning team is the right fit. Focus areas
include investment selection, short- and
long-term tax-planning strategies, maximizing
benefit programs, debt management, risk
management, estate planning, and retirement
plan design.”
Financial planning is a multifaceted service,
and WGG has helped many health care
workers successfully retire. For doctors
who have just completed school and their
residency, WGG will work with them to help
balance the accumulation period with their
desire for increases in lifestyle. “Doctors begin
their careers with debts to pay, but for the first
time are also enjoying a regular salary,” says
Grahl. “Our job is to help them navigate this
balance and identify saving strategies.”
Grahl, who leads the firm’s team to serve
health care clients, is deeply committed to
the industry. “I think it’s critical that we have
good quality medical care in our backyard,”
says Grahl. “We want to see our local
medical professionals succeed, and that
means helping them to be informed and
make smart decisions.”
Currently, Grahl and the WGG team are
working with their health care clients to
help them navigate challenges caused
by COVID-19. Many clients who are selfemployed
or work in dangerous environments
have asked questions or considered changes.
“The biggest thing we can do is have a sound
plan,” says Grahl. “We provide advice that
helps reduce anxiety, particularly in these
uncertain times.”
“A diagnosis
before prescription
with a trusted
professional helps
families make
good decisions and
avoid mistakes. It
works in medicine,
and it works in
finance.”
— COLIN GRAHL
Founding Partner
WGG Wealth Partners
3741 Douglas Blvd., Suite 290
Roseville, CA 95661
[phone]
SPONSORED PROFILE
wggwealthpartners.com