Wealth Management & Business Concepts

WMBC was founded by Scott Coles who holds designations as a Charter Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), with forty years of experience in the financial planning, wealth management and life insurance industries. The firm is led by President David Coles who holds a Series 7, Series 66 and Life & Health Insurance License. Curating a team of industry leading professionals, WMBC offers Human Wealth™ planning, portfolio management and business consulting. Their mission is to help individuals and families use wealth as a tool to support well-being. As Human Wealth™ Practitioners, the WMBC team specializes in developing Human Wealth™ plans that are effective in supporting a well lived life, using a scientifically designed system that bridges the gap between subjective life experiences and objective resources.