WMBC offers financial services focused on integrating wellbeing into financial planning, emphasizing both personal and organizational human wealth.

WMBC

WMBC | 415 followers on LinkedIn. Wealth is About Wellbeing | At WMBC we believe that wealth is about well-being. Our Wealth Plans are created from over 40 years of experience, and the latest research in well-being science. Our Wealth Plans explore areas such as: investment management, estate planning, taxation, retirement, life insurance, special family needs and more.

CEO and President at WMBC and human wealth™ | Forbes Finance Council

David Coles

Children's Director at WMBC

Jody Lee

Paraplanner at WMBC

Shirly Chyan, FPQP®, CPFA™

Co-Founder & Chief Design Officer at human wealth™

Felis Coles

Exciting News! We're thrilled to announce the launch of our brand-new website! We have redesigned our website to make it more user-friendly, informative, and visually engaging. Here's what you will find: Intuitive Navigation: Navigating our website and services has never been easier. Comprehensive Services: Explore in detail all the services we offer, including our new Organizational Human Wealth™. Client Portal: Securely access your account info and financial reports on the go. Mobile Responsive: Seamlessly experience financial freedom on any device. Visit www.wmbc.financial #humanwealth #financialfreedom #newwebsite

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