Our philosophy is to provide conflict-free services and place our clients' needs first. As a fiduciary, we are independent, objective, and commission-free. We believe that independent, fee-only advice yields the best financial solutions. We work only for you - not a broker, bank, or insurance company. A fiduciary standard obligates us to act in good faith and put your interests ahead of our own.
david.rosenstrock@verizon.net
https://whartonwealthplanning.com/
+1 646-450-7021
