Your Life. Your Wealth.
It begins with an understanding that you alone define a fulfilling life, but a dedicated team can shape your dreams into reality.
Welcome to The Wyndham Group. With over a century of combined investment experience, our team is uniquely positioned to help you achieve your financial goals. We build life-long relationships with exceptional clients by being faithful to our core strengths: thoughtful investment management, holistic financial planning, practical advice and exceptional service.
THE “NEW” WYNDHAM GROUP. EXPERTISE TAILORED TO YOUR LIFE.
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On April 1st 2021, the Wyndham Group and Webber Brodlieb & Associates merged their successful financial advisory practices together under the Wyndham Group banner. For Rob Pollard, Daniel Brodlieb and Wilson Chen, this was an opportunity to realize a shared vision - to support you with expertise in all areas of your financial life. The Wyndham Group has fostered a team of diverse professionals, each with their own unique skillsets, to bring clarity and comfort to your financial future.
Join us and experience The Wyndham Difference
![(left to right): Wilson Chen, Rob Pollard, and Dan Brodlieb](/-/media/rj/rjl-advisor-sites/sites/w/y/wyndhamgroup/images/bios/the-advisory-team-1.jpg)
COMPREHENSIVE PLANNING
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
Information & insight
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