Vision, Mission & Core Values

Just right means…


...empowering success through exceptional service, extraordinary quality and exemplary performance.


Our Vision:

We believe in contributing to our community by supporting and empowering businesses, nonprofits and individuals to achieve their goals.

Our Mission:

We guide our clients and associates toward their financial and personal goals by building meaningful relationships and providing exceptional service, extraordinary quality and exemplary performance.

Our Core Values:

WBL’s core values define our culture and shape the way we do business. We EMPOWER each other and our clients to achieve success.

Ethics – We uphold the highest ethical standards through honesty, integrity, respect and social responsibility in all that we do professionally and personally.

Merit – We value and reward quality, skill, initiative, a thirst for knowledge, client and community service, diverse experience and a drive to become better.

Passion – We challenge, support, collaborate, celebrate and learn from each other as we listen to, engage with and encourage our clients to reach their full potential.

Openness – We maintain open doors and open minds, encouraging the respectful sharing of ideas and two-way, transparent communication with our clients and our fellow associates.

Work/Life Balance – We give our associates the structure, tools and flexibility necessary to promote high morale, efficiency, exceptional client service and a pleasant work environment without undue personal sacrifice.

Employee Ownership – We take the initiative to understand and advocate for our clients’ and our associates’ needs, to do what’s in their best interest, to hold ourselves accountable and to add value at every opportunity.

Relationships – We build strong relationships with clients and foster camaraderie with each other through careful listening, thoughtful discussion, generosity, transparency and collaboration.