The WLG Difference…


We develop, apply and implement advanced insurance planning strategies and products that allow our clients to efficiently create, protect and transfer their personal and business wealth.

We serve wealth creators who are mission-driven business owners, entrepreneurs and industry leaders.

We utilize our proprietary L.O.V.E. Planning™ process to ensure heirs are properly prepared to receive the assets with an emphasis on increasing family harmony.

                           Leaving Others Valuable Experiences