Driven by your life's goals Holistic wealth management

WLP Financial Group David F. Paduch, Brandon Linton, Mitchell Tuell, Tia Denae Peace, Mildred K. Bertuccelli, Ashley Price

WLP Financial Group


phone

800-729-4848
423-928-7144



phone

855-373-1850





address

214 East Mountcastle Drive
Suite 1a
Johnson City, TN 37601



Understanding your life and what you want to accomplish is important to how we work together. UBS Wealth Way is an approach we take that starts by focusing on what’s most important to you. Then, we can organize your financial life into: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. The clarity it provides can help you stay focused on your long-term goals, no matter what the markets are doing. See how.



Insights

Art Cashin on the markets

Art Cashin on the markets

Planning for the lifestyle you want

Planning for the lifestyle you want