WMBC

WMBC Our work starts with a simple belief: Wealth is About Wellbeing®. Human Wealth Planning™ helps our clients align their finances with the life they want to live.

At WMBC, we believe we do more than just manage money. The money we manage is a symbol of something much bigger: Your Legacy. In other words, we understand that you are entrusting us with what is most precious to you; the future of your family or perhaps the future of your dearest organization. WMBC wants you to know we are dedicated to furthering your future and the future of those people or interests you care most about.

With several months left in the year, now can be a good time to review your financial picture before 2027.From cash rese...
08/24/2026

With several months left in the year, now can be a good time to review your financial picture before 2027.

From cash reserves and portfolio allocation to tax planning, estate documents, insurance and concentrated positions, there are several areas worth discussing with your financial advisor before the end of the year.

Here are 10 financial moves worth considering before 2027: https://calendly.com/wmbcdavidcoles/introduction-to-wmbc

When we think about wealth, we usually think about what we own: our investments, our businesses, our homes, our savings....
08/20/2026

When we think about wealth, we usually think about what we own: our investments, our businesses, our homes, our savings.

But there is another kind of wealth you may be overlooking: the people in your life.

▪️Your relationships have value.
▪️The family you've built.
▪️The friends you've kept for decades.
▪️The people who know you well and would show up when you need them.
▪️The mentor you can call for advice.
▪️The person who can make an introduction that changes your career.
▪️The friend who knows someone who can help when you're facing a problem.
▪️The people you've helped along the way who would now help you.

None of those things appear on a balance sheet.

But they can make your life richer, more resilient, and more full of possibility.

And that matters when we think about Human Wealth™.

Because a successful life isn't measured only by what you've accumulated.

It's also measured by who you've surrounded yourself with, who you've influenced, who you've built relationships with, and who will carry those relationships forward after you're gone.

If you'd like to talk about what Human Wealth™ looks like in your own life, we're always here to help.

Reach out to us or learn more here: https://calendly.com/wmbcdavidcoles/introduction-to-wmbc

What should you be protecting your wealth from?Most people would say "the market." But the market is just one piece of t...
08/14/2026

What should you be protecting your wealth from?

Most people would say "the market." But the market is just one piece of the picture.

The risks that go unnoticed are often the ones that matter most.

This is why we prioritize looking at the entire financial system, so your plan can be built around the risks you know about and the ones that are harder to see.

If you want a plan built around the whole picture, we would love to talk.

Book an intro call here: https://calendly.com/wmbcdavidcoles/introduction-to-wmbc

There is an estimated $84 trillion moving from one generation to the next over the coming decades. It is the largest wea...
08/13/2026

There is an estimated $84 trillion moving from one generation to the next over the coming decades.

It is the largest wealth transfer in history.

Here is the part most people do not expect: 70% of those transfers fail.

Not because of poor legal advice or bad investments.

Roughly 60% comes down to a breakdown in family communication, and another 25% comes down to heirs simply not being prepared according to The Williams Group.

In other words, the money usually moves the way it is supposed to.

The family often does not.

Which makes sense when you think about it.

Most people spend decades building financial knowledge through experience: budgeting, market volatility, savings, and lifestyle finances.

In contrast, heirs often inherit the outcome of all that experience without ever going through it themselves.

The good news is that this is very fixable, and it starts well before anything actually transfers.

If you would like a plan that prepares your family, not just your finances, we would love to help.

Book an intro call here: https://calendly.com/wmbcdavidcoles/introduction-to-wmbc

When goals are vague, money decisions feel stressful.When values are clear, money becomes a tool.Whether it’s freedom, f...
08/11/2026

When goals are vague, money decisions feel stressful.
When values are clear, money becomes a tool.

Whether it’s freedom, family, generosity, or peace of mind - clarity around what matters most to you - helps guide smarter choices so you can filter out noise.

That’s the heart of Human Wealth™: aligning your finances with your life, not the other way around.

Let us help you focus on what matters most to you: https://calendly.com/wmbcdavidcoles/introduction-to-wmbc

48% of people are motivated to get their finances in order.Yet 52% don't feel confident building a long-term financial p...
08/06/2026

48% of people are motivated to get their finances in order.

Yet 52% don't feel confident building a long-term financial plan on their own.

This isn't surprising because most of us were never taught how to navigate money in the first place.

The goal isn't to know everything. It's to have a plan - and someone you trust to help you stick to it.

Financial planning doesn't have to feel overwhelming.

If you're looking for a place to start, we're here to help: https://wmbc.financial/

Building wealth isn't just about knowing what to invest in.It's also about understanding the behaviors that influence yo...
08/03/2026

Building wealth isn't just about knowing what to invest in.

It's also about understanding the behaviors that influence your financial decisions over time.

From lifestyle inflation to emotional investing, the small choices we make today can shape our long-term financial outcomes.

This checklist highlights 10 common wealth killers to help you recognize them and make more intentional decisions moving forward.

📌 Save this checklist for your next financial reset.

Address

2 Venture, Suite 380
Irvine, CA
92618

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19498299622

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