Our Firm

Jeffrey M. Wadsworth, President & CEO, has over 25 years of experience working with personal clients, businesses and institutions in the financial services and consulting industries.  Jeff enables his clients to find creative solutions to complex business, financial and investment problems.  Many investors wonder how current tax laws and continuous market changes will affect their future financial situation.  Investors also question if they will outlive their money.  WFC responds to these concerns by utilizing creative financial strategies to minimize taxes while striving to maximize the growth of their clients' assets.  WFC is a firm that is accessible and committed to customer service.  The firm's philosophy is "Lead with Value", and through its careful monitoring and servicing of clients needs, it has become a well recognized and respected Business and Financial Consulting Firm in the Baltimore, D.C., Pennsylvania, Virginia and surrounding marketplaces.

In an effort to insure that our clients receive only the most comprehensive, up-to-date, and professional advice possible in all areas of their business and financial planning, WFC has created our Business Resource Network of top professionals in all areas of the financial planning process. This resource has been extremely valuable to our clients and has enabled them to complete their comprehensive business, personal, and financial planning in a very efficient and effective way.

Please call us if you have any questions about our firm or the range of financial products and consulting services we provide.

Our Team:

Jeffrey M. Wadsworth, President & CEO

Sharon Lark, Director of Client Care

Lisa Fagley, Director of Marketing & Business Development

Lucy Goodwin, Director of Client Services