Whichard Woolard & Mitchell Wealth Management
The Whichard & Woolard Wealth Management Group of Wells Fargo Advisors specializes in helping business owners—especially those in the VRM industry—plan for successful financial outcomes. Through conversation and discovery, we help clients prioritize what is most important and craft plans that are result-oriented. It’s all about having a plan—whether it is retirement lifestyle, business transition planning, estate and legacy, or philanthropic. With a plan in place, we can evaluate results and make adjustments when priorities change. The practice is managed by Bill Whichard and John Woolard, who both are private wealth financial advisors, and we are able to coordinate with a team of specialized professionals and leverage the vast resources of Wells Fargo & Company. These resources allow us to work with clients who have highly complex and demanding wealth management needs. Our practice is passionate about making a meaningful difference in the lives of our clients. We enjoy helping people achieve meaningful life financial goals.