Your Vision, Our Mission


Address all financial aspects of your business with comprehensive oversight and advisory.

Wealth Management

Plan and optimize financial resources to achieve your unique retirement goals.

One Team, Complete Financial Picture

When you partner with a full-service financial planning and accounting firm that offers both wealth management and business accounting services, you get access to one team that keeps a finger on the pulse of your complete financial picture. With W3, you can get your business finances in order for the present day, and your retirement fund set up for peace of mind about the future.

Choose strategic planning and management today for a more streamlined financial future. Your vision for success becomes our mission.


Make Informed Decisions About Your Business’s Finances

Our expert team of CPAs, business valuation analysts and staff accountants work directly with you to minimize painful tax burdens and provide nothing less than the best advisory, consulting and accounting services.

Business Consulting

Identify problems, improve performance, and implement solutions to achieve business objectives.


Minimize tax burdens and ensure compliance regarding income taxes, corporate taxes, sales taxes, and other forms of taxation.

Accounting & Audits
Provide assurance to stakeholders about the accuracy of financial statements. LEARN MORE
Business Valuations

Determine the economic value of your business based on various factors such as financial performance, market conditions, and industry trends.

Retirement Planning

Set financial goals, save and invest for the future, and consider factors such as pensions, Social Security, and other retirement benefits.

Wealth Management

Follow a Strategic Plan to Meet Your Long-Term Goals

We work hard at providing objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication at all times. Our team has been helping people prepare for and successfully retire for over 30 years.

Financial Planning

Achieve your financial goals with a comprehensive strategy that includes budgeting, savings, tax planning, retirement planning, and more.

Investment Management

Optimize returns on your investments while considering risk tolerance and investment objectives.

Business Services

Get financial advisory and management tailored specifically to business owners, including strategic financial planning, succession planning, and more.

Risk Management

Identify, assess, and mitigate potential risks that could impact your financial goals.

It Starts with The Confidence Builder™

We take a logical, strategic process to helping customers succeed. It begins with gaining a deep understanding of where you have been, where you are today, and where you want to be in the future. Here’s what you can expect from us:

Initial Client Meeting – The Confidence Builder™

Our goal is to construct a foundation of understanding and chemistry with you.

Analysis of Client Needs – The Trust Enhancer™

A thorough examination of your needs will provide us with the roadmap necessary to achieve your goals.

Selection of Customized Solutions – The Personalized Game Plan™

We tailor each strategy based on your time frame and desired outcomes.

Implementation – The Seamless System™

Our primary job is to make sure our execution matches your expectations.

Ongoing Service Mandate – The Commitment Formula™

Service doesn’t stop after the initial engagement. Information continues to flow both ways for a successful partnership.

Get Started with W3 Financial Group

Ready to put us to work to help achieve your financial goals? It starts with a deep understanding of your situation and aspirations for the future. Contact us today to get started with a free consultation!