The Wyndham Group
The vision of our team was started over 20 years ago by Rob Pollard. It begins with an understanding that a fulfilling life is defined by you alone but a dedicated team can shape your dreams into reality. Today, the Wyndham Group builds life-long relationships with exceptional clients by providing investment management, holistic financial planning, practical advice and outstanding service.
HOW WE HELP
- We are a team you can trust to quarterback your financial affairs
- We grow your wealth using a thoughtful, time tested investment process
- We build a path to financial freedom through personalized planning for yourself and your family
- We are your partner in making important financial and business decisions
- We always have your best interest at heart
- We provide a level of personal service that leaves you smiling
In short, we help you WORRY LESS and LIVE MORE
Join us and experience The Wyndham Difference
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
Get to know Our Team
Dip. of Fin, WME, Options Licensed Senior Financial Advisor Assistant and Registered Representative
Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.