Services

We understand the importance of protecting and growing your financial portfolio. Therefore, we differentiate ourselves from other financial advisors with a planning process designed to discover your unique values and goals, guide you toward solutions that fit your circumstances and develop a comprehensive, integrated financial plan that can be customized as you and your family grow and your needs change.

W Financial follows a comprehensive process for advanced financial, estate, gift and charitable planning. Our Wealth Management process offers a detailed view of your financial life. It includes data gathering and assessment, the construction of an overall plan, presentation and implementation, and timely review and monitoring. Our process covers pre-retirement and retirement cash flow management, educational savings, overall estate and gift tax planning, risk management, and investment management.  And all of your advisors are involved in the plan, from your accountant to your estate attorney.