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Our Products And Services

At Wealth & Risk Management Company, we provide professional assistance in the following areas:

Investment Services

  • Mutual Funds
  • Stocks and Bonds
  • 529 Plans
  • Variable Annuities
  • Fixed Annuities
  • Reit's
  • 401k Plans

Personal Insurance

  • Life Insurance
  • Disability Insurance
  • Long Term Care
  • Home and Auto
  • Excess Liability
  • Health Insurance

Commercial Insurance

  • General Liability
  • Property Coverage
  • All forms of Bonds
  • Inland/ Ocean Marine
  • Group Life
  • Group Health


  • Retirement Planning

These are just some of the products we can assist with to help you meet your needs.   We can work with you and your professional advisors to help you pursue your goals.