Barron's Advisor
Think Retirement Is Only About Dollars and Cents? Think Again.↗
Features the proprietary planning strategy using a wellbeing questionnaire developed by experts in wellbeing, data analysis, economics, and financial planning.
Press & Media
External coverage, interviews, and mentions across financial media and industry publications.
Merrill Edge
Human Wealth™ Welcomed into University of Connecticut's Technology Incubator Program↗
Human Wealth™ is accepted into UConn's Technology Incubator Program following a competitive application process, advancing its platform development.
Morningstar
Human Wealth™ Announces Design Partner Program↗
Human Wealth™ expands its network of specialized wealth advisors, seeking licensed professionals aligned with core values to join the Design Partner Program.
American Funds
How to Fix Your Broken Client Questionnaire↗
Details how a collaboration with behavioral professionals created a comprehensive questionnaire addressing a client's entire personal situation beyond finances.
Yahoo Finance
WMBC Champions Movement for Human Centric Wealth Planning↗
Highlights Human Centric Wealth Planning as a signature tool for understanding clients and creating innovative financial systems rooted in client needs.
MarketWatch
WMBC Selected as First Human Wealth™ Practitioner↗
WMBC becomes the inaugural practitioner offering Human Wealth™ Plans, supporting clients in their current life experience with a holistic planning approach.