WB FINANCIAL SERVICES, LLC

Overview

WB Financial Services, LLC is a small, individually owned wealth advisory practice that focuses on serving individual and family clients. The firm blends traditional pooled investments with third‑party alternative managers, leaning on real estate, commodities and oil & gas exposures alongside more conventional mutual fund holdings and annuity products. Its fee structure is listed as "Other," which typically indicates customized billing arrangements rather than a standard AUM percentage or flat retainer model. The firm is not positioned as a multi‑state adviser, pension consultant, or capital allocator, and it does not identify as an active ESG investor. WB Financial Services maintains an industry affiliation with accounting professionals, suggesting their client work likely includes tax-aware planning and coordination with CPAs or tax preparers to integrate investment, income and tax outcomes.

Assets & Accounts

Investments & Alternatives

Location & Offices