About Todd Paradise and wpg
Our Mission
At WPG, our team uses a holistic planning approach to meet the complex needs of our clients. We are able to accomplish this by implementing our broad range of strategies and capabilities. Wealth management is more than just investment advice. It encompasses all parts of a family’s financial life. Want to learn more about Todd Paradise?
About Todd Paradise
Our Mission
Our mission is to simplify the complicated, and provide our clients with financial peace of mind.
As fiduciaries we understand the complexity of your situations and provide tailored solutions to meet your individual financial needs.
Who We Are
WPG Financial Group was founded in 2005 as an independent wealth management firm. After years of working for a large financial institution, we realized that we could better serve our clients with a boutique family office approach. We have the resources and capabilities of a large firm, but the personalized attention that only a small firm can offer.