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Wealth Management Partners
Making smart financial decisions for you, your family, or your business can be complex. WMP helps simplify the process with clear guidance, coordinated planning, and solutions you can understand.
Plan smart. Act now.
WMP Financial Group brings financial planning, investment guidance, retirement plan support, insurance planning, and business owner strategy into one coordinated relationship. The goal is simple: help you make informed decisions without navigating complexity alone.
About WMP
In 1996, Jon Bucklin left an investment advisory role at a large national bank to start Wealth Management Partners. He wanted to move away from transactional bank and brokerage models and build a practice centered on advice, sound planning concepts, and lower fees.
In 2023, WMP Insurance Services and WMP Retirement Plan Services were formed and combined with Wealth Management Partners to create WMP Financial Group.
Today, Dan O'Toole Sr. continues that legacy as owner and principal, preserving the planning-first roots behind the WMP name.
Dan has provided investment, tax, and financial planning recommendations for more than 30 years. He earned a degree in accounting and finance from Michigan State University, with additional emphasis in economics and mathematics.
Contact DanVictoria brings more than 20 years of administrative support experience, with a focus on organization, detail, and smooth daily operations for clients and advisors.
Contact VictoriaDaniel leads WMP Insurance Services and supports advisors with insurance strategies that align protection planning with each client's broader financial life.
Contact Dan Jr.Our Process
WMP keeps the first conversations straightforward, respectful of your time, and clear about what working together would look like.
In 10-15 minutes, we explain how we work and help you decide if a deeper conversation makes sense.
In 30-45 minutes, we listen, ask questions, and discuss how planning and implementation could support your situation.
You take your time. If you choose to move forward, we schedule a formal planning meeting and begin the engagement.
"A goal without a plan is just a wish."Antoine de Saint-Exupery
Services
WMP does not lead with products. The team leads with partnership, context, and coordinated guidance across the decisions that affect your family, business, and future.
Structured, evidence-based portfolios designed for long-term results, global diversification, and clear decision-making.
401(k), SEP, and SIMPLE IRA support for small businesses that want practical plan design, cost control, and compliance help.
Life, disability, long-term care, home, auto, business, and Medicare guidance focused on what you need and why it matters.
Support for claiming and enrollment decisions so benefits fit the rest of your retirement strategy.
Guidance for owners planning growth, risk management, continuity, succession, and future transition decisions.
Financial success is simpler when every part of the plan works together and your advisor understands the full picture.
Insights
The current WMP insights section is still in placeholder form. This area is ready for future articles, white papers, planning notes, and client education.
Start the conversation
Reach out to the WMP team to schedule an initial conversation.