Wealth Management

To say it plainly, our wealth management services revolve around you. As registered investment advisors, it is our mission to help you enhance and protect the wealth you have earned as well as to help you plan for the transfer/donation of it should you choose to do so. We achieve these goals through following a prudent investment strategy tailored to your specifications.

Learn more about our investment philosophy and service process.

We believe in full transparency and accountability, so we will meet with you on a regular basis to inform you of progress and advise you on factors that could affect your investment strategy.

Our wealth management services can help you:

Enhance and protect your wealth:

If you’re ready to build your wealth, minimize your tax amount, and safely manage your investment risk, WRFA is the wealth management firm you’ve been searching for. We provide you with a detailed Investment Policy Statement to provide a road map for your plah.

Already have a strategy in place to grow/maintain your wealth? Let us examine it-- we’ll make sure all of your goals line up with your existing plan and can make recommendations and suggestions to preserve and grow your capital.

Donate or transfer your wealth:

We can continue to help manage your money when you cannot-- we’ll ensure that proper documents are in place to transfer your wealth on your terms. If you plan on charitably donating your wealth, we will identify and faithfully fulfill your giving wishes.