company history
Consulting WP has a long and storied history in the world of finance. We have been pioneers in the industry for many years and are known for taking innovative steps. We are very proud of our achievements and all the people who led us here.
-
1985
start with a small service
This was the time when we started our company. We had no idea how far we would go, we weren’t even sure that we would be able to survive for a few years. What drove us to start the company was the understanding that we could provide a service no one else was providing.
-
1990
first employees
This was the first period when Consulting WP actually felt like it would stick around for a while. We realized we were growing more stable and expanding at the same time. We needed a new office as we had severely outgrown the last one. We started scouting for a new location.
-
2001
first recognition
By this time we were a well known name within the industry. We had been prominent members of the industry for more than 16 years and worked for some of the biggest clients in the industry; we weren’t dismissed by anyone because we could not be dismissed by anyone.
-
2015
consulting wp — corporation or family
Our journey has only brought us higher. Information Technology completely changes the way we analyze and present data. We have embraced new technologies and have ensured that our clients receive cutting edge analytics. As we go on towards the future we intend to exploit the full potential of new technologies to power our services.
how can we help you?
Whether you’re safeguarding your priorities, planning for retirement, or striving for financial independence, I’m here to make the journey easier.
Arlene has been my financial advisor for over 15 years. She has helped my husband and I navigate many financial decisions over the years to do with retirement savings, home purchases, and life insurance. I appreciate her kind, honest and holistic approach to financial planning. She’s very knowledgeable about financial trends, and demonstrates great skill in adapting her recommendations based on personal situations and financial risk tolerance.
Arlene is extremely approachable and really cares about her clients’ personal and financial wellbeing. I’d recommend her to anyone and everyone!
