• WDM Best of the West w_disclaimer_111124
    Most Giving with Disclaimer

    Getting Started is Easy!

    Schedule An Appointment

    Enriching and Empowering Your Life

    Throughout life you encounter tremendous financial choices, and making decisions can be intimidating. When you reach these crossroads, you don't have to make decisions alone. We are a fee-only, financial planning and investment management firm committed to unlocking your financial possibilities and enriching your future. Our financial planners provide clarity among the endless options and help you achieve financial freedom.

    May 16, 2025

    Financial Considerations for Families with a Special Needs Child

    Raising a child with special needs comes with immeasurable love and joy — along with unique…