Live Your Life Inspired
The vast knowledge and expertise of the WWM FINANCIAL team can allow you to lead your life inspired and free from financial constraints. Achieve your biggest goals through sound investments and financial planning.
Our Financial Services
As a registered independent advisory (RIA) firm, WWM Financial is not restricted to a limited pool of investment products. Rather, we can access the best-suited investment options for each of our unique clients. As a principal-driven firm, our clients work with our firm’s decision makers – professionals who have proven track records as investment advisors and wealth managers.
We help our clients develop customized strategies to grow and preserve their wealth and attain their financial goals based upon individual risk tolerance and future plans. Goals and resources change over time for most people, which is why we plan regularly scheduled meetings for each client to talk about any changes that might have occurred and to make adjustments to their plans as necessary.
Asset Management
Diversified asset allocation
Investment discipline
Risk management
Individualized approach
Continual monitoring
Access to top professional money managers
Financial Planning
Retirement planning, including traditional IRAs, Roth IRAs, education IRAs and rollovers of company retirement plans
Employee stock option analysis
Education planning
Long-term care planning
Estate Planning
Estate preservation services, including succession planning, estate tax minimization and asset protection
Term insurance
Whole life policies
Second-to-die insurance for estate taxes
Gifting strategies
Business Services
Retirement plans
Deferred compensation plans
Executive financial services
Stock plan services