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At W3, we understand that wealth is more than numbers on a spreadsheet. We work diligently to understand your current financial situation and goals for the future, and then make that vision a reality with custom financial plans. While some advisory firms write those plans in stone, we realize that life happens, circumstances change, and the best plan is an adaptable one.
We provide:
Achieve your financial goals with a comprehensive strategy that includes budgeting, savings, tax planning, and more.
Optimize returns on your investments while considering risk tolerance and investment objectives.
Get advisory and management tailored specifically to business owners, including succession planning.
Identify, assess, and mitigate potential risks surrounding your assets that could impact your financial goals.
We take a logical, strategic approach to help clients 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.
Whether you’re seeking meticulous accounting services or strategic wealth management, our dedicated teams are here to maintain a complete and clear financial picture for you and tailor a plan that aligns with your goals.
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.