WG Plan LLC

The firm provides asset management and financial planning services to individual and high‑net‑worth clients, offering continuous discretionary supervision of custodial accounts. Its service set includes portfolio management across stocks, bonds, mutual funds, ETFs, REITs, options, and structured products, as well as one‑time and ongoing financial planning covering retirement, tax, insurance, and estate-related matters.

The firm’s investment work uses a mix of fundamental and technical analysis and modern portfolio theory, and it employs a proprietary quantitative model called P.L.A.N. to assess trend, momentum, and volatility and to tilt portfolios between risk‑on and defensive postures. The brochure notes the recent addition of structured products and quantitative models to the firm’s investment toolbox and that accounts are managed separately with client‑defined restrictions where appropriate.

What distinguishes the firm from many peers is its legal and insurance affiliations: the firm has an affiliation with an estate‑planning and elder‑law practice that shares office space and may provide referrals (the firms do not share client fees), and certain advisors are licensed insurance agents who may receive commissions for insurance product sales, with those potential conflicts disclosed to clients. The firm is recently formed and manages roughly $5 million for a small roster of clients, producing a compact, discretionary client base and hands‑on engagement that differs from larger supported advisers.