Wharton Investment Consultants

5010 Canby Drive, Wilmington 19808-1102 DE, United States Tel: 302-239-2111 Fax: 888-438-6460 Contact Us Website

Welcome!Thank you for using our online appointment scheduler. We look forward to meeting you.

Stuart Cameron is Branch Manager of Wharton Investment Consultants. Together with the rest of the experienced staff, he brings a personal touch to every client they meet and every financial situation they’re involved with. Wharton Investment Consultants is committed to understanding its clients’ personal financial circumstances and offering comprehensive and customized solutions.

Wilmington Location - Please select a Service

Prospective Clients

Prospect - Initial Meeting (1) (90 min)

First meeting to discuss if we can be of assistance to you in any way. No cost or obligation.

Prospect - Second Opinion (90 min)

Free no obligation porfolio second opinion meeting.

Prospect - Discovery Meeting (2) (90 min)

This is the first meeting in the process. It is a chance to see if we can work together.

Prospect - Discovery Review Meeting (3) (90 min)

In this meeting we will review your documents and establish 'where you are now' in your financial journey.

Prospect - Questionnaire Meeting (4) (90 min)

In this meeting we will complete the necessary custodian questionnaires.

Prospect - Investment Strategy Meeting (5) (120 min)

Presentation of proposed investment strategy.

Prospect - Mutual Commitment Meeting (6) (90 min)

Meeting to complete new account paperwork.

Prospect - Teleconference (60 min)

Clients

Client Meeting (90 min)

Meeting for existing clients.

Client - Teleconference (60 min)

Business

Business Meeting (60 min)

People & Resources

	Stuart Cameron Managing Partner Financial Advisor Retirement Planner Focused on helping individual investors, families and business owners fulfill lifetime financial goals amnd prepare for retirement.

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