Financial Planning & Wealth Management
for Late Career and Retirement
You’ve accomplished a lot but there are still a lot of dreams you want to fulfill. We're here to help you achieve them with Absolute Confidence. Unwavering Partnership. For Life.
Map a plan to retire on your own timeline and terms, whether that means early retirement, semi-retirement or traveling the world.
Ensure you’ll have enough savings to live well – and have some fun – in all the years to follow.
Leave a legacy for your loved ones and make an impact on the causes you care about.
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Explore Our Financial Planning and Wealth Management Services
We act as a fiduciary financial advisor to provide comprehensive services within a holistic approach that considers how best to fit every piece of the puzzle into your ideal financial picture.
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- Education Planning
- 529 College Savings Plan Account Management
- Student Debt Reduction Strategies
- Private Wealth Management
- Insurance Planning & Analysis
- Inheritance Tax Planning
- Estate Planning
- Tax Strategies
- Custom Consulting
- Custom Consulting
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- 401(k) & 403(b) Plan Analysis
- IRA Rollover
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- 401(k), 457, 403(b)
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- Investment Strategies
- Investments for Beginners
- Investment Analysis
- Short Term Investments
- Long Term Investments
- Investment Account and Portfolio Management
- Mutual Funds
- Stock Investment
- Bonds & Municipal Bonds
- Exchange Traded Funds (ETF)
- ESG Investing
- REITs
- Alternative Investments
- Annuities & CDs
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- College Savings Accounts
- Endowments
- Trusts
- Corporate
- Non-Retirement
Genuinely Engaged
"We have absolute confidence in them and that takes any weight off of our shoulders. We really don't worry about our finances anymore, we let our team at WHZ worry about it because we know that they’re proactive, they're doing everything they can to increase our portfolio and they’re doing things the right way, and that's a great thing."
– Ken, WHZ Client
This statement was provided 2/29/2024 by Ken Kaplan who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Meet Your Advisory Team
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Empowered Confidence
"WHZ has taken the time to get to know us personally along the way, and they stay on top of adjusting our plan as the markets and circumstances change so that we stay on track. Knowing we have someone looking out for us into the future is just priceless."
– Dee, WHZ Client
This statement was provided 3/30/2023 by Dee Kendall who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
What to Expect:
Our Strategic Financial Planning Process
You’re only 3 steps away from your tailored strategy
We developed this process based on extensive research and execute it using the most up-to-date tools available. It relies on a consistent and disciplined partnership approach to guiding you toward achieving your financial life goals so you can ultimately Live Well.
We Make It Easy to Get Started
1. book your discovery session
Kate Pitts, SVP Client Experience & Relationships, will meet with you virtually, by phone, or in person to learn more about your specific situation and goals. She will also explain our strategic process and how we work to provide you with the best possible wealth management experience, every time, at every touchpoint.
2. complete your secure online profile
After your discovery session, you can provide more detailed information about your finances, goals, and preferences using our secure online form. Our team will use that information to begin drafting your personalized financial strategy.
3. Meet With Your Advisor to Review & Launch Your Tailored Financial Plan
You'll meet with your advisor to review and refine the comprehensive financial plan our team has drafted specifically for you. Then we'll launch your strategy and partner with you every step of the way to ensure you stay on track toward your goals.
Book Your Discovery Session Now
During this pivotal stage of your life, it's essential to have a clear vision of your financial future.
Our team of experienced advisors will work closely with you to understand your unique goals and aspirations:
- We’ll help you navigate the complexities of retirement planning, from maximizing your retirement accounts to exploring investment opportunities that align with your values.
- We believe that financial planning is not just about numbers; it’s about creating a lifestyle that reflects your dreams. Whether you envision traveling the world, starting a new hobby, or spending more time with family, we’ll ensure your financial strategy supports those desires.
- We’ll guide you through the intricacies of Social Security benefits, healthcare costs, and tax strategies, so you can make informed decisions that enhance your financial well-being. Our commitment to you goes beyond just planning; we aim to build a lasting relationship based on trust and transparency.
As you prepare for this exciting new chapter, let us help you take control of your financial destiny. Together, we can create a roadmap that not only secures your future but also allows you to enjoy the present. Don’t wait any longer—schedule your free consultation today and take the first step towards a fulfilling retirement.
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Individually Focused
"WHZ is always responsive and keeps our plan aligned with evolving needs. Their technical expertise and compassionate service have exceeded my expectations. I wish I had connected with them decades earlier and cannot recommend them highly enough."
– Chris, WHZ Client
This statement was provided 2/28/2024 by Chris Contos who is a client. The image shown is a model and not the actual client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
