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How We Work

An Integrated Wealth Strategy Customized For You

Surrounding the WWA logo, there are blue and green circles with text written inside that reads: Financial Advisor, Accountant, P&L Representative, Insurance Specialist, Qualified Plan Specialist, Investment Portfolio Manager, Private Banker, Estate Planning Attorney

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.