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WMP Resources

WMP-affiliated financial advisors offer a wide range of services including tax-advantaged planning strategies, wealth accumulation & preservation techniques, investment planning & portfolio design and tax-qualified retirement plans.

In today’s rapidly changing financial environment, WMP provides the strength of specialized expertise and ongoing training and education for advisors as they design and customize plans for their clients.

WMP Support

WMP support includes professionals from a wide variety of disciplines with many professional credentials including:

  • JD, LL.M. - Juris Doctor, Master of Laws
  • CPA - Certified Public Accountant
  • PFS - Personal Financial Specialist (CPA)
  • MBA - Master of Business Administration
  • CLU® - Chartered Life Underwriter
  • CFP® - CERTIFIED FINANCIAL PLANNER™
  • CFS® - Certified Fund Specialist
  • CFA® - Chartered Financial Analyst
  • ChFC® - Chartered Financial Consultant
  • EA - Enrolled Agent
  • CLTC - Certified in Long Term Care

Wealth Management Partners, and Lincoln Investment Planning, LLC. are independent and not affiliated. 

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Tax and legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.

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