101 Summit Avenue,
Wilshire Consultants, Inc., formerly known as Wilshire & Associates, Inc. was founded in 1971 by R. B. (Rick) Wilshire to provide services to individuals, private businesses, law firms, and accounting firms. Primarily known as a firm that provided tax services, business consulting, and bookkeeping services, Rick affiliated with Avantax Investment ServicesSM in 1989 to provide a form of "one stop shopping" that includes financial planning services, brokerage services, retirement plan services and consulting, insurance services, and money management.
Our company was founded upon principles that place the utmost value on the financial goals and objectives of our clients. We are in the business of building long term, solid relationships that are based upon trust and quality client services.
Christopher Wilshire joined the firm full time in 2008 having been involved in the business his entire life. He assumed the role of President and Operations Manager and provides services primarily in the areas of investments, securities and financial services, management consulting services as well as tax consulting and retirement plan services.
Wilshire Wealth Management LLC was also formed to provide more extensive tax consulting, planning, preparation, and advanced tax representation services before the various federal and state tax authorities. Tayla Wilshire joined the firm at the beginning of 2023 to provide management skills and consultation in the area of Behavioral Finance. Tayla is a Board Certified Behavioral Analyst. Behavioral Finance recognizes that human decision-makers are often influenced by emotion, biases, and cognitive errors as much or more than rational analysis.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.