For Individual Clients
just as financial markets and economic challenges shift and change. As a result, managing substantial wealth can become complex. Our advisors have the experience, training and real-world insights to help you stay on top of these changes through prudent and comprehensive planning and the smart solutions you need to pursue your goals through our financial management services.
As WPA is an independent firm, we embrace our role as our clients’ fiduciary and advocate – their best interests are our highest priority.
Here are some of the many wealth management solutions we provide but the service we provide begins with first understanding your situation today and the aspirations for your financial future.
With this knowledge, we will customize your path forward.
Wealth Transfer & Coordination
(Legacy Planning)
Risk Management
(Insurance)
Philanthropic
Planning
Business Succession &
Monetization (Managing
Private Company Wealth)
Wealth Fortification
(Creditor Protection)
Investment & Tactical
Asset Management
Retirement &
Goal Planning
Tax
Allocation
Legal Document Review
(Wills and Trusts)
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