At W3, we offer services designed to not only record and track your bottom line, but to improve it.
When you choose W3 Global Accounting, you’ve selected a team of the sharpest, most experienced accounting minds in the business. In addition to providing a full complement of accounting and audit services, W3 Financial Group can evaluate business performance and identify areas hampering profitability and growth. We follow our evaluations with comprehensive, practical strategies and solutions that work.
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.