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Wealth Management Made for You

At WSMP VIII, we talk a lot about wealth stories: the entirely personal feelings each of us bring to discussions about money, goals and dreams. Although every practice brings their own perspective, our advisors are united in offering years of experience, the strength of our community and a fiduciary mindset to each of the wealth stories they help craft.

Find a Financial Advisor Near You

Choosing a fiduciary financial advisor is a decision you don’t make lightly. You want someone who is experienced, knowledgeable, understands your definition of well-th, and is equipped with the tools to help you write your story.

Local Service, National Resources

When you work with a WSMP VIII financial advisor, you get the personalized attention of a professional focused on understanding your story. Plus, they have the support and resources of one of the top RIAs in the country at their disposal.

Our financial advisors drive our client-first culture and take a holistic approach to helping clients achieve wealth. They can assist you with the whole spectrum of wealth management including:

FINANCIAL PLANNING

INVESTMENT SOLUTIONS

TAX SERVICES

LEGACY WEALTH PLANNING

BUSINESS VALUATION

Looking for a Financial Advisor Near You?

LET’S GET STARTED

200 West Street,
New York, NY 10282
Office:+1(646)379-7565
Email:[email protected]

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.

WSMP VIII Client Relationship Summary

Securities offered through WSMP VIII Investment Holdings C, L.P. WSMP VIII is an SEC-registered investment company (CIK #0001956789), committed to transparent stewardship and disciplined research.