PROFILES IN LEADERSHIP
WGG
Wealth
Partners
PERSONALIZED, HOLISTIC FINANCIAL PLANNING
W
GG Wealth Partners works management. “We take a personalized
with more than 2,000 families approach to financial planning that goes
throughout Northern California far beyond investment management,” says
and across the U.S. from its Roseville office. Grahl. “We manage money, but that’s a
Founded in 1999 as Westlake, Grahl, and byproduct of our advice, not the core of our
Glover, the firm recently changed its name services. We’re at the heart of some of the
to reflect its expanding team. “Our three most important and long-term decisions a
partners have worked together in this family makes.”
community for 30 years, but we want the
depth and breadth of our experienced team
to be recognized as we position the firm for
the future,” says Colin Grahl, WGG Wealth
Partners’ private wealth advisor and partner.
Clients usually find WGG through referrals
from other clients or professionals, but may
also find them through WGG’s substantial
community involvement. All WGG advisors
are committed to serving our community in
WGG takes a holistic approach to financial one way or another, and the firm hosts the
planning that incorporates an institutional annual Charity Fall Classic golf tournament
methodology to investment management in Roseville — this year taking place Oct.
combined with planning for retirement, 4 — which has raised $250,000 since its
college, insurance, business transition, inception in 2014.
generational wealth transfer and more.
“As we plan for the next 30 years of growth,
The firm recently established a new office, our goal is to be known for excellence
double the size of its previous space, to in financial planning and investment
accommodate its growing team of 36, management, to deliver our advice and
including 17 advisors, nine of whom are service with integrity, and to be a resource
certified financial planners. WGG has to our community,” Grahl says.
upward of $1.5 billion in assets under
“
We take a
personalized
approach
to financial
planning that
goes far beyond
investment
management.
— COLIN GRAHL
”
Private Wealth Advisor & Partner
WGG Wealth Partners
Co-branding, Full-color Lockup
3741 Douglas Blvd Ste 290
Roseville, CA 95661
916.677.1640
wggwealthpartners.com