"We believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success."


OUR MISSION
Wealth Management Consultants (WMC) provides fee-only, professional investment management.

We specialize in helping our clients build better lives for themselves and their families through prudent management of their resources to help our clients achieve their goals with the least distraction from their daily lives.

WHO WE ARE
We are a small company that focuses on excellent quality service, but we are big enough to handle all of your financial management needs. We design a long-term, passive, common-sense, asset management program specifically for you and provide enough support and education to make you a partner in the process.

In 2010, we joined Buckingham Asset Management, LLC, based in St. Louis. WMC and Buckingham have enjoyed a wonderful relationship and synergy for more than a decade. WMC Founder and Principal Irv Rothenberg has been a colleague and longtime friend of Buckingham's co-founders. We ultimately decided the time was right for our organizations to combine forces.

WMC uses a team approach. Our key objective is to give you true peace of mind with regard to financial security.

LOCATION
WMC is based in Santa Rosa in the heart of Wine Country. We primarily serve clients across California and the western United States. Through our relationship with Buckingham, we also serve a national base of clients.

COMMUNITY
We are involved with local charitable and civic organizations and have a strong commitment to support community programs. In particular, WMC has committed efforts to improving financial literacy in Sonoma County.

Information regarding third-party financial calculators and tools: These are provided for informational purposes only. These calculators and tools are not under our control, and we are not responsible for any information you may obtain using them. These are provided only as a convenience to you, and the inclusion of any financial calculator or tool does not imply our endorsement of them or the information contained in them.