After spending nearly 20 years working at large Wall Street firms, I decided to go out on my own in 2002. WRP offered a platform that was similar to other well run broker dealers who cater to successful, independent reps, including state-of-the art technology, research, and access to every type of investment product known to man. That’s all great, but it’s not why I teamed up with them. The difference is the people. It starts at the top, and it is apparent in every employee who works there. Honesty, integrity, respect and the willingness to go the extra mile sets WRP miles apart from their competition.

I know I am not a very big fish in the WRP pond, but it is apparent you and your staff genuinely want to assist me in running my business. Whether it is a shared interest or a business transaction you really do listen, understand & respond. Thank you for all your help in this transition and for your continued support.

Happy New Year!

I decided three years ago to pick the best Broker-Dealer to help my practice move up to next level. Not only have I achieved my dream, but did so by teaming up with a Broker-Dealer that holds family values as well as business integrity as a virtue. I feel like part of a family now, not just another number in the system. WRP Investments, Inc. lets me enjoy my independence while keeping an eye out for me. WRP Investments, Inc. has kept their word and delivered in every situation that has come up. I will be forever grateful for their guidance.

Over the last 15 years, WRP Investments has become so much more than my broker dealer – it has become part of my business. In addition to keeping us up to date on compliance issues and the products and companies we represent, the Pintarics and their entire team have taken an interest in my success. My office has the confidence that we can call WRP any time with questions on existing or prospective business and will be given an answer that has been researched and well thought out. We’re never made to feel as if we’re a burden; we’re always treated with respect – a critical component to a successful business relationship. Finally, our comments never fall on deaf ears. From policy and procedure issues to helping us grow our business, WRP has provided service and action every step of the way.

At CFPI, it's our practice to affiliate with organizations that understand our business mantra:  Our clients come first, always.  WRP Investments has been a valued partner for our firm, as they took the time to get to understand our business model, and offer suggestions on ways that they can support it.  We appreciate the personal service that we receive and a guiding hand as WRP helps us to navigate the ever-changing compliance landscape.  Knowing that I can "get to the top" and have an answer from the executives, directly, is reassuring.  I know at WRP we are not just rep numbers on a computer screen handled by a person in a call center. We’re treated as professional partners, and I'm proud that we are utilizing WRP Investments, Inc. as our broker/dealer. 

Coming up on 12 years ago I made the anxiety ridden decision to cut the Wall Street wirehouse cord and go the independent route. For me, which broker/dealer with who to affiliate was the key element in the process. I needed to be sure that you would not only scrutinize my business to ensure its compliance but to be prepared to stand behind my practice and the advice I give in the event anyone would ever take me to task for it. I couldn’t possibly have made a better choice. The compliance oversight has be impeccable and you have been very active with me in allowing us to develop a strong business partnership that in turn allows me to confidently advise my clientele. Our arrangement is how I define “independence” which is exactly what I sought when I signed on in January 1997. Thank you very much for all of your support. I value our relationship highly and, as always, am happy to discuss your business model with anyone evaluating the move to “independence”.

It is now almost 4 years since I have joined WRP.  While this is not the first BD that I have been associated with, it will be the last one as I cannot imagine that there are any other BDs who treat individual reps as "family members" rather than just another number. This heartfelt concern means a lot to me.  Furthermore, while compliance has become increasingly more cumbersome over the years, I feel WRP goes to great lengths to provide us with the guidance, training and assistance which are required to meet the regulatory requirements.

In 2004, my partner and I decided to venture out on our own so we began to search for a new B/D. We were keenly aware that we needed to find the right fit and that we needed to take our time.

After talking to a number of firms, WRP came up on our radar screen. A phone conversation with David Pintaric intrigued us. We drove out to Youngstown to meet with the folks with WRP and were impressed with the family atmosphere that the firm’s employees conveyed. Having come from a huge B/D, this was a refreshing change of approach for us.

We began our affiliation with WRP in September of 2005. While the transition was hectic, the folks at WRP did everything they could to help ease the process.

In the three years that we have been with WRP, it has become abundantly clear that the family atmosphere we saw during the due diligence process was not just a sales gimmick. The folks at WRP are simply very nice people to be associated with.

Our practice has grown rapidly. We have relied heavily on the folks at WRP to help us find new solutions to meet client needs. A perfect example occurred at the 2007 summer conference when we were introduced to a money manager for high net worth individuals. That introduction helped us close the biggest account of our careers less than a year later.

In addition to the personal approach that WRP offers, we have been very pleased with the easier flow of paperwork. No B/D can solve the problem of the new account paperwork blizzard. Based on our experience with our previous B/D, WRP has made the process much more manageable.

We have been very happy with our decision to join WRP because WRP takes its relationship with us as seriously as we take our relationship with our clients.

Robert T. Ramos
Wealth Management Partners
Waldorf, MD

David, It’s getting close to the Holidays and me being an old Italian, I start to think of loved ones and those that mean the most to me. Guess what David? WRP and all it’s fine associates are on my list, you, Vince, Stephanie, Ed,Casey, Joe, Virginia, Kristin, Paula, and my Gracie. These are the ones who help me all year long and boy do I need help. It’s hard to believe we have been working together for 10 years, and they have been great years. WRP has unselfishly helped me grow my business the right way, always being there for advice and guidance, always making sure I stay in compliance while growing and improving. WRP has provided all this and even though I enjoy the benefits of a large Broker Dealer, it’s done in a family atmosphere. I come in contact with many people in our industry who work with other Brokers, and I can’t believe the horror stories I hear about commission splits or compliance issues or a lot of extra paperwork needed to process client accounts, makes me appreciate even more my partnership with WRP Investments, Inc, I’m so fortunate to be a part of this GREAT TEAM, everyone knows a company's attitude and success starts at the top, so a special thanks to your Dad for bringing WRP to life, and also to you and Vince for helping WRP grow into the fine company that helps so many of us in the field make a good living for our families, God bless, Frankie “C” Cosmano