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Meet World Tree

Wesley Perkins

Founder and President of Investments

Priscilla Gilmore

Founder and Chief Compliance Officer

Our Investment Approach

At World Tree, we believe it is our responsibility to look at the world of investing through your eyes. Our process is tailored to enhance your entire financial situation.  After fully understanding your complete financial picture, we construct a specific plan aimed at meeting your objectives.    

Our Services

Annual fee brokerage accounts:

IRAs

Mutual Funds

Annuities

401k plans

Stocks

Bonds