Person standing on a mountain summit with arms outstretched at sunrise
WHC Wealth Advisors

Wealth Management
For Your Journey

You've worked hard to build your wealth. Now let us help you preserve it, grow it, and create the legacy you envision.

Your Story • Your Goals • Your Future

Schedule a CallMeet Our Team

Understanding Your Needs

You Deserve Financial Peace of Mind

Managing wealth can feel overwhelming. Tax complexity, investment decisions, estate planning—you have questions, and you need a trusted partner who listens first, then plans.

Free Up Your Time

Stop worrying about market volatility, tax deadlines, and financial decisions. We handle the complexity so you can focus on what matters most.

Reduce Uncertainty

Have confidence in your financial future with a comprehensive strategy built around your unique goals, values, and life stage.

Simplify Complexity

Tax strategies, estate planning, investment management—we bring it all together in one cohesive plan that's easy to understand.

Our Approach

We Listen First, Then Plan

Your financial journey is unique. That's why we start every relationship with a discovery conversation—learning about your story, your goals, and your dreams for the future.

With 92+ years of combined experience, CFP and CPA credentials, and a family office approach, we provide institutional-level expertise with a personal touch.

1

Discovery Conversation

Understanding your values, goals, and vision

2

Comprehensive Planning

Developing a strategy aligned with your life

3

Ongoing Guidance

Adapting as your life and goals evolve

Financial Planning Discussion

Investing with purpose, guided by faith. We help you align your wealth with your values.

Honesty • Trustworthiness • Transparency

92+
Years

Combined partner experience

CFP CPA
Certified

Institutional expertise, family office atmosphere

6
Phase Process

Starting with discovery

Our Team

Experience You Can Trust

Michael Wallin

Michael Wallin

CFP®

Michael Wallin

CFP®

30 years experience

Over 30 years in case consultation, analysis, and design. Believes "all aspects of a client's life must be considered when building an effective plan." Michael's holistic approach ensures every detail of your financial life works together seamlessly.

Allen Hargis

Allen Hargis

CPA, RICP

Allen Hargis

CPA, RICP

41 years experience

More than four decades of tax, income, and wealth accumulation expertise. A retired Colonel, Allen brings calm demeanor and laser-focused discipline to every client relationship. His strategic thinking helps families preserve and grow wealth across generations.

Cory S. Colquette

Cory S. Colquette

CPA, Chief Investment Officer

Cory S. Colquette

CPA, Chief Investment Officer

20 years experience

Expertise in investment management, estate planning, and wealth management. Cory leads the investment committee and shapes money management offerings, ensuring portfolios are aligned with both market opportunities and your personal values.

Scott Magoon

Scott Magoon

CFS™ — Client Operations Specialist

Scott Magoon

CFS™ — Client Operations Specialist

20 years experience

Over 20 years of experience streamlining client operations and ensuring seamless service delivery. Scott serves as a key point of contact for clients, coordinating behind the scenes to keep every relationship running smoothly and every need addressed promptly.

Kyle Davis

Kyle Davis

MBA — Investment Analyst / Case Design

Kyle Davis

MBA — Investment Analyst / Case Design

20 years experience

Over 20 years in investment analysis and financial case design. Kyle combines rigorous analytical discipline with deep market knowledge to build strategies tailored to each client's unique goals, risk profile, and long-term vision.

Brett Wright

Brett Wright

Financial Advisor

Brett Wright

Financial Advisor

A trusted advisor dedicated to helping clients navigate complex financial decisions with clarity and confidence. Brett brings a client-first mindset to every conversation, building relationships grounded in honesty, education, and long-term planning.

How We Serve You

Comprehensive Wealth Solutions

Wealth Management

Wealth Management

Wealth Management

Customized indexing with daily tax-loss harvesting, comprehensive tax planning, and estate planning. A family office approach for high-net-worth families who deserve institutional-level expertise with personal attention.

  • Daily tax-loss harvesting
  • Custom indexing strategies
  • Estate planning integration
  • Family office approach
Faith-Based Investing

Faith-Based Investing

Faith-Based Investing

Values-aligned portfolios that honor your beliefs while pursuing strong financial returns. Invest with purpose and peace of mind, knowing your wealth supports what you care about most.

  • Values-aligned screening
  • Strong performance focus
  • Faith-based investment options
  • Purpose-driven portfolios
Tax Planning & Preparation

Tax Planning & Preparation

Tax Planning & Preparation

Strategic tax planning and professional preparation services to minimize your tax burden and maximize wealth preservation. CPA expertise you can trust, integrated with your investment strategy.

  • Year-round tax planning
  • Professional preparation
  • Investment tax integration
  • Wealth preservation focus

Ready to Begin?

Let's start with a discovery conversation. Share your story, your goals, and your vision for the future.

Schedule a Call