WHB Wealth Management is a financial advisory firm that helps clients build financial plans, manage their finances and build a successful portfolio for their business.
“Our main goal is not to try and force our ideas onto our clients and make them feel uncomfortable. We push to help them build an investment portfolio around their plan, not ours,” said Black.
Black said he feels a majority of his future clients will come from the baby boomer generation.
“With baby boomers moving toward retirement, I think we’ll be seeing more of them coming into the office to help them plan for what they need,” he said.
WHB Wealth Management is located at 3006 Heritage Road, Suite C. It is open from 8:30 a.m. to 5 p.m. Monday through Friday.