Broker Check

WBD Insights

Plan for Your Company's Survival

By: Craig Bartlett, CFP®, CRPC®, CBEC®

March 2018

When it's time to pass the torch, how do you keep it lit? 

Managing Partner & Financial Planner, Craig Bartlett, CFP®, CRPC®, CBEC® talks through a successful succession strategy and how to ensure the continuation of your family business for generations to come. 

Read the WBD Insight here!

Willy Wonka & the Succession of the Chocolate Factory

By: Bryan P. Murray, CFP®

July 2019

Our Financial Planning Manager, Bryan P. Murray, CFP®, walks through his financial planning perspective of Charlie and the Chocolate Factory. Turns out it was a story about business succession the entire time!

Read the WBD Insight here!