W.H. FINANCIAL SERVICES, INC.

Overview

W.H. Financial Services, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm’s stated client focus is individuals and families, and its primary advisory activities emphasize financial planning and the selection of third‑party advisers. It identifies as a capital allocator, which signals a practice centered on constructing portfolios through external managers and funds rather than acting as a multi‑strategy internal manager. Fee arrangements are described as fixed fees and other fee structures, which is consistent with a planning‑centric practice that charges flat or retainer style fees rather than strictly asset‑based percentages. The firm does not identify as an active ESG investor and is not classified as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices