At W3 Financial Group, we realize that uncertainty is one of the biggest stressors we face in life. Although there is much uncertainty in the world that is unavoidable, we believe that by educating and communicating with our clients, we can reduce the uncertainty they have about their finances. Our team works hard at providing objective, proactive advice to keep our clients on track to meet their goals while maintaining regular communication.
Our team of CPAs, business valuation analysts, staff accountants, financial advisors, and financial paraplanners love what they do, and they love working at W3 Financial Group. Once you meet them, we think you’ll love working with us, too.
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.
