Our Mission Statement
WMBURT ADVISORS™ WEALTH MANAGEMENT LLC exists to honor God and care for people. We are on mission to help those we serve construct a lifetime of benefits through investment and insurance planning.
The journey of managing risk, building wealth, and distributing wealth looks different for each client and often requires unique applications. Generations1 differ in life context and goals:
- Gen Z, iGen, or Centennials: Born 1996 – TBD.
- Millennials or Gen Y: Born 1977 – 1995 represent the early years of financial development.
- Generation X: Born 1965 – 1976 comprising those more focused on the retirement horizon set before them.
- Baby Boomers: Born 1946 – 1964 are either on the cusp of retiring or fully retired.
- Traditionalists or The Silent Generation: Born in 1945 or before, are most often retired, though may still enjoy working.
Source: https://genhq.com/faq-info-about-generations
Source: https://www.pewresearch.org - where-millennials-end-and-generation-z-begins
Our staff understands that you are more important than what you own! While we focus on constructing a lifetime of benefits using investments and insurance, you are at the center of the financial planning process.
1Different sources define the respective generational dates with some variation.