There are times when managing your wealth can be more of a burden than you expected. We can tailor and vary our services as needed. At WWA, we pride ourselves on being invaluable resources to high net worth individuals. Utilizing QB to deliver what you need when you need it; our proactive, reliable staff deliver quality confidential products to serve your needs.
Wealth management is dynamic, unpredictable and complex. We are involved with other advisors to develop comprehensive plans that include you and your legal, insurance, and investment advisors.
Service to High Net Worth individuals include:
- Tax Return Preparation
- Tax Planning & Projections
- Retirement Planning
- Estate Planning
- Asset Protection
- Family Limited Partnerships
- Bill payment & bookkeeping
