Overview

We are a team of advisors that are in our 30s, with 14+ years of experience looking to grow with our clients, giving them comfort in the fact that we will not be retiring while they are going through the most pivotal parts of their draw-down phase and can work with their families for generations to come. We are looking to expand by acquiring books from like-minded advisors while ensuring that their clientele will be in good hands when you decide to walk away from the industry. We have purchased books before and are well-versed in the process.

At W Financial Advisors, we are dedicated to helping our clients pursue their financial goals and secure their financial futures. Our team of experienced financial advisors specializes in a range of services, including retirement planning, investment management, income spend-down strategies, wealth management, tax planning, and estate planning. Our approach is centered around providing personalized financial planning and advice that is tailored to the specific needs and goals of each of our clients. We take the time to understand each client's unique situation and work closely with them to create a long-term, one-on-one relationship. Our open architecture approach ensures that our clients receive objective, independent advice. As an independent financial planning firm, we are not affiliated with any major money manager, bank, or captive brokerage firm. As fiduciaries, this allows us to provide impartial, objective advice that is in the best interest of our clients. We are committed to recommending investments and services that align with our client's goals, reducing potential conflicts of interest.

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within 6 months

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