Wadsworth Financial Consulting

Business Details

34 Years

experience

Your Trusted Financial Partner in Annapolis, MD

Since 1992, Wadsworth Financial Consulting has dedicated itself to helping individuals achieve financial security in retirement. Our team of experienced professionals specializes in crafting personalized strategies that address retirement income, wealth management, life insurance, and tax-efficient planning. We prioritize integrity and transparency, ensuring clients understand how insurance and investment products align with their unique goals. Headquartered in Annapolis, Maryland, we serve communities across the greater Baltimore, Annapolis, and Washington, D.C., regions. Our approach combines deep financial expertise with a commitment to client education, empowering informed decisions about retirement planning.

We offer a free Retirement Planning Kit to help clients navigate key considerations when preparing for their future. With decades of experience, we focus on building long-term relationships grounded in trust and accountability. Our services are designed to help clients preserve assets, mitigate risks, and work toward sustainable income streams tailored to their lifestyles. We operate under strict compliance standards, collaborating with registered investment advisers and securities providers while maintaining independence. Our mission remains unchanged: to guide clients through complex financial decisions with clarity and confidence.

Services

Retirement Income Strategies Wealth Management Life Insurance Tax-Efficient Planning Annuity Solutions Asset Preservation Investment Advisory Financial Consultation

Details

Year established: 1992

Highlights and features

We've specialized in retirement planning since 1992
Our team holds FINRA/SIPC-registered securities expertise
We maintain strict compliance with investment advisory standards
We offer locally tailored financial strategies for Maryland residents
Our process includes free educational resources for client empowerment

Website

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Services

Retirement Income Strategies

We help clients develop customized retirement income plans using insurance and investment products. Our approach considers individual risk tolerance, time horizons, and financial goals. We focus on creating sustainable income streams that adapt to changing market conditions while maintaining principal protection.

Wealth Management

Our wealth management services focus on growing and preserving client assets through diversified investment strategies. We evaluate market opportunities while maintaining risk management principles. The service includes portfolio reviews and adjustments to align with evolving financial objectives and market conditions.

Life Insurance

We offer life insurance solutions designed to protect loved ones and maintain financial stability. Our professionals help clients understand policy options that align with their estate planning and income replacement needs. We emphasize transparency in policy features and long-term benefits.

Tax-Efficient Strategies

Our tax-efficient strategies aim to minimize tax liabilities through strategic investment placement and retirement account management. We focus on legal tax reduction methods while maintaining compliance with current regulations. The service helps clients maximize after-tax returns.

Annuity Solutions

We provide annuity products that offer guaranteed income streams for retirement. Our specialists explain different annuity types and their implications. We emphasize understanding contract terms, fees, and liquidity options to ensure informed decision-making.

Questions

What retirement planning services do you offer?

We provide comprehensive retirement income strategies, tax-efficient planning, and annuity solutions tailored to individual financial goals.

Are you licensed to sell investment products?

Yes, we offer securities through Madison Avenue Securities, LLC, a FINRA/SIPC member firm.

Do you serve clients outside Maryland?

We primarily serve clients in the greater Baltimore, Annapolis, and Washington, D.C. areas.

What investment advisory options are available?

We offer investment advisory services through AE Wealth Management, LLC, a registered investment adviser.

How can I access retirement planning resources?

We provide a free Retirement Planning Kit with three educational guides to help you prepare for retirement.

Can you help with life insurance planning?

Yes, we offer life insurance products designed to protect loved ones and maintain financial stability.

Reviews (4)

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JoAnne Gray

Dec 02, 2021 Report

WFC is a great group of people, led by the amazing Jeff. As a recent retiree with not a lot of financial acumen I was concerned about my future. They took me in hand and helped me to understand my goals and the road to get there. I'd seen other financial folks, but, bottom line, I felt WFC to be the most trustworthy, truly caring about their clients. Highly recommend!

George Randolph

Dec 01, 2021 Report

Positive:Professionalism,Responsiveness
It's a joy working with Jeff and Lisa. They are always available to listen and help in any way they can. Very professional and truly have my interests at heart.

Christel Lopez-Berryman

Nov 21, 2021 Report

Positive:Quality
If you want to secure your future into retirement, you need to speak with a Wadsworth Financial Consulting professional. You will not be disappointed! Jeff Wadsworth will show you exactly how you can take what you have to secure you lifestyle and desires for the future! You won't be disappointed!

Angela Gramer

Oct 24, 2021 Report

My first meeting with Wadsworth Financial Consulting was informative and they relayed the information and guidance I needed in terms I could understand. I walked away that day feeling confident that I had the right consulting firm to guild me for my retirement future. They have never steered me wrong and I trust them to always lead me in the right directions for investments.