Address all financial aspects of your business with comprehensive oversight and advisory.
Plan and optimize financial resources to achieve your unique retirement goals.
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.
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.
Identify problems, improve performance, and implement solutions to achieve business objectives.
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Minimize tax burdens and ensure compliance regarding income taxes, corporate taxes, sales taxes, and other forms of taxation.
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Determine the economic value of your business based on various factors such as financial performance, market conditions, and industry trends.
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Set financial goals, save and invest for the future, and consider factors such as pensions, Social Security, and other retirement benefits.
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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.
Achieve your financial goals with a comprehensive strategy that includes budgeting, savings, tax planning, retirement planning, and more.
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Optimize returns on your investments while considering risk tolerance and investment objectives.
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Get financial advisory and management tailored specifically to business owners, including strategic financial planning, succession planning, and more.
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Identify, assess, and mitigate potential risks that could impact your financial goals.
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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:
Our goal is to construct a foundation of understanding and chemistry with you.
A thorough examination of your needs will provide us with the roadmap necessary to achieve your goals.
We tailor each strategy based on your time frame and desired outcomes.
Our primary job is to make sure our execution matches your expectations.
Service doesn’t stop after the initial engagement. Information continues to flow both ways for a successful partnership.
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!
Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
