Intelligent and successful individuals, families and business owners, our clients want to be good stewards of what they have accumulated.
Yet they are challenged by time constraints, as well as the complexities and nuances of transitioning to a different stage of their financial lives.
Sometimes the transition involves years of planning. Other times, it is a matter of responding to a sudden or unexpected event.
Regardless of the circumstances, our clients came to us concerned about preserving wealth, increasing cash flows, mitigating taxes, protecting assets, transferring assets to the next generation, and charitable giving. Each can be complicated, and they are usually interrelated.
They realized they needed a fresh perspective and professional guidance.
Our background in finance and tax gives us a unique vantage point to attend to their goals and objectives. During a transition, the stakes may be high, economic opportunities can be considerable, and yet the tax ramifications can significantly alter the future economic outcome.
Clients appreciate our ability to integrate their economic objectives with the related tax mitigating opportunities. This coordination enables us to have a significant impact on their financial lives, helping them to be proactive stewards of their wealth.
Would you like a fresh perspective? WFS will provide a second set of eyes at no cost or obligation.
For a free, 1-hour consultation to review your investment portfolio with a particular focus on risk management and tax efficiency, please click here to schedule a time to meet.
For a limited time, we are pleased to offer a complimentary copy of The Wealth Solution, providing valuable insight into the investing world and a detailed description of the investment approach used by WFS, including the research and philosophy that underlie our approach.
For an Executive Summary of the book and information on how to obtain your own copy, please click here.