Blog

Office closing dates for coming holidays Office Hours "San Luis Obispo" Monday to Thursday - 9am to 4pm Friday 9am to 2pm "Westlake Village" By Appointment

#Wilde4SLO

Robert Shipe

Friday, November 7, 2025

"Adding Dividends to Your Donations" We are a little bit overwhelmed by the response for our community. We currently have 942 toiletries collected, plus a few small unopend kits from Premium class flights. Being this close to our goal...

#Wilde4Conejo

James Shipe

Friday, November 7, 2025

Open Drive for James Storehouse Together, we are making a meaningful difference through our Conejo branch's donation drive for James Storehouse. We are truly energized by the support so far. Thanks to our collective efforts, we have...

Mutual Funds vs. ETFs Exchange-traded funds have some things in common with mutual funds, but there are differences, too. Learn More Do Our Biases Affect Our Financial Choices? Even the most seasoned investors have biases affecting...

Why We Sponsor Concerts in the Plaza Prior to The Molly Ringwald Project, our WW-SLO team took the stage to present the Big Check. Robert told the audience why Concerts in the Plaza means so much to him. We asked him to go into a...