After years of hard work, perseverance, and vision, your leadership has transformed an idea into action and built a successful business. You have achieved a level of business success attained by few and feel both a pride of ownership and a sense of responsibility for the future of your business.
The financial advisors at W3 understand the level of dedication it takes to get to this point because we too have built a successful business. We have faced the challenges of growth and understand the complexities involved in being the CEO of your business and of your family. Where business and personal meet, W3 has the expertise to help. We look at the big picture as well as all the individual moving pieces and work to coordinate both personal and business financial life planning.
We provide this same care and consideration for your employees when managing company-sponsored qualified and non-qualified retirement plans. You’ve worked so hard to build your business and find the right employees to be successful. Now it’s time to work with the right financial team to help guide yourself, your company and your employees on the road to retirement.
Help ensure the financial well being of your employees by offering comprehensive retirement benefit solutions. Our services include the design, implementation, and management of 401(k), pension, and profit-sharing plans, tailored to meet both employer and employee needs.
Work to safeguard your business against unforeseen disruptions with our business continuity planning services. We help identify potential risks, develop contingency strategies, and create resilient frameworks, ensuring that your operations can withstand and recover from any unexpected challenges.
Propel your business forward with our tailored growth strategies. We analyze markets, identify opportunities, and formulate expansion plans. From innovative product development to strategic partnerships, we guide your journey to increased profitability and long-term success.
Support your financial future with personalized retirement planning services. We offer professional guidance on wealth accumulation, investment strategies, and retirement income optimization to help you achieve your retirement goals and enjoy financial peace of mind.
Aid the seamless transition of your business to the next generation with our succession planning services. We assist in identifying and developing potential leaders, creating a strategic roadmap for leadership continuity, and addressing key challenges associated with the succession process.
Optimize your tax efficiency and enhance your financial performance with W3. Our experts work closely with you to identify opportunities for minimizing tax liabilities, taking advantage of incentives, and ensuring compliance with the latest tax regulations to maximize your business’s bottom line.
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.
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.
