WealthGrow by Wharton Investment Consultants

Wharton Investment Consultants
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Financial guidance and education provided by:Wharton Investment Consultants5010 Canby Drive, Wilmington DE 19808-1102Tel: 302-239-2111whartonic@ceteranetworks.com - www.afiduciaryadvisor.comSecurities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser.  Cetera is under separate ownership from any other named entity.  Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction -based compensation (commissions), Investment Advisor Representatives who off er only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Advisor Representatives, who can offer both types of service

  1. Understanding the Duties of a Power of Attorney: What You Must Know

    1D AGO

    Understanding the Duties of a Power of Attorney: What You Must Know

    Welcome to today’s episode, where we take a deep dive into one of the most important but often misunderstood roles in personal and financial planning: the Power of Attorney. Whether you’re considering appointing someone, have recently been named as one, or simply want to plan ahead for yourself or your loved ones, this episode will give you a clear, practical understanding of what a Power of Attorney does, what duties they owe, and how to avoid common pitfalls. WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111 Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.

    11 min

  2. FEB 4

    Income That Pays You Back: The Power of Dividend Investing

    “The Power of Dividend Investing” - how companies pay you for owning their shares, and how that income can complement retirement cash flow, charitable giving, and generational planning. WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111 Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.

    16 min

  3. JAN 7

    The Power of Patience: Maximizing Your Social Security by Waiting Until 70.

    Today we are tackling a topic that is arguably the most important, and often the most misunderstood, financial decision of your life: Social Security. I see it all the time. Clients, often wanting to retire or seeing a friend start collecting, rush to claim their benefits early—maybe at 62. They're focused on getting the money now. But here’s the cold, hard truth: Claiming early is the most common and expensive retirement mistake for most Americans, especially women. We are going to flip that script today. We are going to explore the undeniable, mathematically guaranteed benefits of delaying your Social Security benefit until the maximum age of 70. This decision isn't just about a few extra dollars; it's about longevity insurance, securing your spouse's future, and creating an income stream you simply can't outlive. By the end of this episode, you’ll know the three critical claiming ages, why age 70 is a financial superpower, and exactly how to build a "bridge strategy" to help get you there. WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111 Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.

    15 min

  4. 12/03/2025

    Portfolio Management & Risk - Building Confidence in Every Market

    Today’s topic is a big one — Portfolio Management and Risk. We’ll explore what portfolio management really means, how risk fits into it, and how a disciplined approach can help you navigate any market environment with confidence.  WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111 Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.

    10 min

  5. 11/05/2025

    Charitable contributions directly from your Required Minimum Distribution.

    Welcome to WealthGrow, where we discuss building wealth, securing your future, and making informed financial decisions. My name is Stuart Cameron, OSJ Branch Manager and Financial Advisor with Wharton Investment Consultants and today we’re diving into a powerful and often overlooked strategy for retirees — how to make charitable contributions directly from your Required Minimum Distribution, or RMD. Stick with me for the next 30 minutes, and by the end of this episode, you’ll understand what RMDs are, how charitable giving from them works, why it could save you money on taxes, and how to do it the right way. WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111 Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.

    11 min

  6. 10/06/2025

    Beneficiary Designations & Per Stirpes Explained

    “Welcome to WealthGrow, where we discuss building wealth, securing your future, and making informed financial decisions. My name is Stuart Cameron, OSJ Branch Manager and Financial Advisor with Wharton Investment Consultants and today we’re diving into an area of planning that often gets overlooked — but can have some of the biggest impacts on how your money and assets are passed down. We’re talking about beneficiary designations and something called per stirpes. Now, I know those terms might sound a little intimidating or even like legal jargon, but by the end of this episode, you’ll understand what they mean, how they work, and most importantly, why getting them right can be crucial for your family’s financial well-being.” WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111 Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.

    8 min

  7. 09/11/2025

    Comfortable Retirement

    Whether you’re ten years away, or just starting to think about retirement planning, this episode will walk you through the key steps to help ensure a financially secure and fulfilling retirement. So grab a cup of coffee, and let’s talk about your future." WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111 Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.

    13 min
  8. IRA Essentials: How to Name Your Beneficiaries the Right Way

    08/06/2025

    IRA Essentials: How to Name Your Beneficiaries the Right Way

    Today we’re diving into a topic that might seem simple but is so important: naming beneficiaries for your IRA. Now, you might be thinking, “I’ve already named someone on my form—done and dusted, right?” Well, not exactly. Missteps here can have major consequences for your loved ones and your hard-earned savings. In fact, I’ll share a quick story: a man passed away, and despite his will stating everything should go to his kids, his ex-wife—still listed as his IRA beneficiary—ended up inheriting the entire account. Yikes! So today, we’ll cover everything you should know to get this right. WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111 Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.

    10 min
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Financial guidance and education provided by:Wharton Investment Consultants5010 Canby Drive, Wilmington DE 19808-1102Tel: 302-239-2111whartonic@ceteranetworks.com - www.afiduciaryadvisor.comSecurities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser.  Cetera is under separate ownership from any other named entity.  Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction -based compensation (commissions), Investment Advisor Representatives who off er only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Advisor Representatives, who can offer both types of service

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