WMBC

Read his first article, How To Reassess Your Finances To Align Your Money With What Makes You Happy "When you’re reassessing your finances and updating your financial plan, it’s vital to consider the role money plays in your life and how it relates to your overall happiness. Each person’s relationship with their financial health is deeply intimate. Therefore, you’ll want to take a personalized approach ...to developing your financial plan that centers on your unique needs and allows you to live your best life now." : ://./ See more

... I have been quiet for some time on the global climate and distressed state of the world. This was done with much intention. I chose to step back and research what I was being fed by the news. This meant considering both sides of the various situations we have seen impact our world this year. I seek to see the whole picture not just one side. See more

' To celebrate our move into our new office space we are holding an Open House for our clients and friends. Click the link in our bio for more info and to RSVP.... In consideration of the current pandemic, we will be hosting the gathering outdoors and giving tours of the new office by household. See more

- ' During the second quarter, credit card debt and personal savings data showed, overall, we were spending less and saving more than ever before.... #wmbc #wmbcfinancial #wealthmanagement #wealthplanning #wealthadvisor #financialindependence #mentalhealth #ocfinancialnews #humancentric #humanelement #covid19 #innovators #financialadvisor #financialplanner #wellbeing #money #wealth #finance #marketoutlook #stockmarket #market #mentalhealth #wealthisaboutwellbeing #humanwealth #truewealth #humanwealthplanning See more

WMBC’s Founder Scott Coles recently celebrated 40 years in the wealth management industry, choosing to mark the pivotal milestone by appointing a new President, David Coles.