Wpg Financial Group, LLC
WPG Advisers, LLC is a registered investment adviser firm established in July 2017 in Maryland, with ownership by Todd Paradise and Steven Gessner. The firm offers discretionary and non-discretionary investment advisory services based on a percentage of assets managed, typically between 0.30% and 1.00%. Additional financial planning and consulting services are available on a separate fee basis. The firm also provides pension consulting services for retirement plans. Clients have the option to engage recommended professionals for implementation purposes, with the client retaining discretion over such decisions. WPG Advisers does not recommend or advocate for investments in Bitcoin, cryptocurrencies, or digital assets due to their speculative nature. The firm does not accept compensation from the sale of securities or other investment products. Clients are encouraged to review financial planning issues and account performance annually. The firm does not vote client proxies and does not have any financial conditions impairing its ability to meet commitments. For more information, clients can contact Chief Compliance Officer Nicole Reese.
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