A unique approach for you, your needs and your business.

When it comes to your money, you deserve a strong foundation for long-term success. At WFY Wealth Management, we will create a blueprint so that you can handle what comes next. Our goal is to educate and develop solutions so we can make the big decisions together.

Services include:

Flexible Financial Planning: Schedule your financial planning meetings during tax season or throughout the year, whenever the time is right for your situation and schedule.

Comprehensive Solutions: Our services are designed to cover all aspects of your financial life with convenience and efficiency in mind.

Premier Financial Planning Technology: A personalized planning tool to organize your finances in one snapshot, collaborate on your planning goals, and navigate your evolving needs and goals.

We believe that making the right near-term decisions comes from having clarity about your long-term goals. First, we’ll help you assess your current situation and articulate a realistic goal that’s achievable – then working side-by-side, we’ll take you through the necessary steps to address that goal.

Using our knowledge and resources, we’ll develop a coordinated, strategic financial plan that brings simplicity and clarity to your financial life.

You have value knowing that we are on your side, equally accountable in helping you achieve that next milestone.

Retirement Planning

Retire your way.

Retirement is not just about financial security; it’s about a plan that supports your unique vision for the future. That means creating a strategy that aligns with your dreams for the next chapter of life.

Whether you're just starting to plan or already in retirement, we can help you answer these important questions:

Will you need to work longer than anticipated or go back to work?
How much money do you really need to live comfortably?
Are you doing everything you can to manage your assets?
Are your assets positioned in a tax-efficient manner?
Have you prepared for unexpected hurdles?

WFY Wealth Management will walk alongside you to develop a plan with confidence, knowing your financial aspirations are within reach.

Asset Allocation Strategies

Diversify and optimize your investments.

Asset allocation is a crucial part of a well-rounded investment portfolio. It involves spreading your investments across different types of assets to manage risk and pursue your financial objectives.

Our data-driven, asset allocation approach will:

Analyze various asset classes.
Consider historical performance, risk factors, and market trends.
Aim to optimize returns while managing risk.

Our strategy is designed to provide you with a disciplined framework for your evolving needs.

Estate and Legacy Planning

Preserve and transfer wealth for the next generation.

The legacy you've built is a testament to your hard work and we understand the importance of maintaining it.

Estate and legacy planning require continuous monitoring and attention. Whether you have a young family and a thriving business, or you’re already retired, we can help you answer these questions:

What’s the plan for the future of your business?
What are your wishes for your children and grandchildren after you pass on?
Will your estate plan resolve or cause family conflicts?
What is your philanthropic vision?

Whether you need asset titling, a charitable-giving strategy, or an overview of your estate plan, we'll help you determine your long-term objectives so they are clear and executed according to your vision.

Risk Management Strategies

Safeguard your wealth.

Lawsuits, taxes, accidents, and other financial risks could happen at any time. If you haven't done any asset protection planning, then you may find yourself in a vulnerable position.

Our team can help you identify your potential loss exposure, then implement strategies designed to help reduce risk without compromising your other estate and financial planning objectives. Asset protection measures include:

Life insurance
Disability
Long-term care
Liability and property loss
Asset placement
Corporations
Limited partnerships
Trusts

Together, we will create a comprehensive plan of solutions that strive to protect you, your family, and your business.

Business Owner Planning

Sophisticated strategies for your complex challenges.

At WFY Wealth Management, we understand the hurdles that come with steering a business toward lasting success. Our advisors are here to help navigate the road ahead.

Our discovery process helps us grasp all aspects of your business, from growth opportunities to helping maintain your key employees. Once we understand your goals, objectives, and what is most important to you, we’ll develop a blueprint that paves the way for your journey, aligning your business values with your personal wealth. Services include:

Business Analysis
Key Value Driver Optimization
Manage Value Growth Process
Coordinate Professional Network
Strategic Insurance Coverage
Key Man Insurance
Disability Insurance
Executive Compensation Planning
Employee Benefits Packages
Personal and Family Office Services
Wealth Transfer and Protection
Charitable Planning
Business Entity Structure