We place your unique goals and circumstances at the center of our wealth management and retirement income planning process to build a customized plan while working in conjunction with your network of professionals, including attorneys, bankers, and accountants. Our proprietary and thorough fact-finding process, WWA Wealth Strategy Builder™, puts all the complex pieces of clients' financial lives in one comprehensive plan, helping clients make the best decisions now to protect a lifetime of work and leave a legacy for their families. For Business Owners, the WWA Business Strategy Builder™ takes this process further by incorporating the additional challenges you face within your business and navigating the complex relationship between your personal and business plans.