Our Approach

Delivering Efficient Solutions for Your Longevity CAPITAL

Since 2009, Wharton Advisors Corp. has worked with trustees, financial advisors, estate planners, attorneys and wealth managers to offer bespoke solutions to their clients.

Committed to Excellence

At our company, we strive to continually improve the services we offer based on the feedback we receive from our clients. This dedication to improvement ensures that our team always focuses on raising the bar and setting ourselves at the forefront of the industry.

Our Philosophy

We strive to help clients navigate through complex strategies and oftentimes opaque insurance and annuity products. Our highest priority is to provide our clients with options and information they need to make clear and knowledgeable decisions.
At all stages of our process, we ensure that there is complete transparency. Our aim is to counter any doubt that may arise, whether it’s on valuation, pricing, or strategy.

Reach Out to Us

For those looking to understand their options or reposition their life insurance products and need objective advice, vast industry knowledge and experience, Wharton Advisors Corp can help. For more information on the services we offer, schedule a consultation today.