Our Clients

Healthcare Professionals

WMI provides services to healthcare professionals from local practices and hospitals. Including LVHN, St. Luke’s, Geisinger Health, Reading Hospital and more. We understand the needs of the healthcare community and are well versed with your benefit plans.

Corporate Professionals and Executives

WMI can help you understand how to best take advantage of your company benefits. We can help you with your lump sum vs monthly pension decision, RSU, ESPP, ESOP, Deferred Compensation, etc.

Retirees and Pre-Retirees

WMI can assist in rolling over your 401k, 403b or other company plan into a Rollover IRA. We’ll provide guidance on when to take distributions from your IRA to minimize your tax consequence as well as exploring Roth IRA conversion strategies.

WMI can provide cash flow planning for your future years, help you understand your Social Security choices and provide guidance on Estate Planning.