We have deep experience in financial planning for executives. We'll help you leverage your compensation package to empower your goals, with Absolute Confidence. Unwavering Partnership. For Life.
As your financial partner we will take the time and attention required to build wealth off of your already busy schedule, and help you to:
Optimize your compensation plan today and as your career evolves.
Implement a plan to minimize taxes and maximize investments.
Create a strategic financial plan for the future you envision and the legacy you want to leave.
schedule your free consultation
Explore Our Financial Planning and Wealth Management Services
We act as a fiduciary to offer comprehensive wealth management services within a holistic approach. We consider how to fit each of your financial goals into your ideal financial picture.
- 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
- 401(k) & 403(b) Plan Analysis
- IRA Rollover
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- 401(k), 457, 403(b)
- 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
- College Savings Accounts
- Endowments
- Trusts
- Corporate
- Non-Retirement
meticulous customization
"WHZ has guided me in making my employee stock purchase plan and restricted stock units as tax-efficient as possible. I’m continually impressed with the financial acumen at WHZ and how they anticipate issues or opportunities I may not have considered."
– Bill, WHZ Client
This statement was provided 2/29/2024 by Bill Eicholzer 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
What you can 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 uses a steady and disciplined partnership to provide a simple path to wealth designed to help you reach your goals and Live Well.
Our Team Understands the Unique Challenges That Executives Face
- From stock options and bonuses to retirement plans and benefits, we will work closely with you to navigate the complexities of your financial landscape. We begin by conducting a thorough analysis of your current financial situation, identifying opportunities for growth and areas where you can save.
- Our personalized approach means that we tailor our strategies to fit your specific needs and aspirations. Whether you are looking to buy a new home, fund your children's education, or prepare for retirement, we will create a roadmap that aligns with your goals.
- In addition to optimizing your compensation package, we will help you develop a diversified investment portfolio that reflects your risk tolerance and long-term objectives. Our investment strategies are designed to adapt to market changes, helping your wealth continue to grow over time.
- We also prioritize tax efficiency in all our planning. By utilizing various tax-advantaged accounts and investment vehicles, we can help you keep more of your hard-earned money. Our proactive approach means we stay ahead of tax law changes, so you can rest easy knowing your financial plan is always up to date.
- As your career progresses, we will be there every step of the way, providing ongoing support and guidance. Our commitment to you is unwavering; we are not just your financial advisors, but your partners in building a secure and prosperous future.
Let us help you take control of your financial destiny. Together, we can create a legacy that reflects your values and aspirations, with the goal of helping you and your loved ones enjoy the fruits of your labor for generations to come.
schedule your free consultation
supportive collaboration
"The collaboration with the whole team at WHZ has been extremely positive. I don't have time to be the point person on my financial plan and investments - knowing it's being handled strategically takes a weight off my shoulders."
– Marie, WHZ Client
This statement was provided 3/7/2024 by Marie Sanchirico 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.
We Make It Easy to Get Started
1. book your discovery session
Kate Pitts, VP 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.