What We Do
It's About a Better Life
We Ask Questions, Listen, & Get To Know You
Plans That Evolve With You
We Eat Our Own Cooking
We Do Long Term Long Term Relationships
Areas of Expertise
Whether it is our deep expertise in Charitable Remainder Trusts, facilitating the most tax efficient gifts with Donor Advised Funds or Qualified Charitable Distributions, or any of the myriad other possibilities, when it comes to charitable planning, we’re here to help you help more.
Employee Stock Options
The cost of poor planning can be high when it comes to managing stock options from successful companies. At WCF, our stock option team demystifies the world of stock options for non-experts to help them navigate roadblocks, avoid regret, and ultimately maximize value. Learn more here.
We Love Small & Medium Sized Nonprofits
The sad truth is that nonprofits with endowments of less than $10 million (or so) face a tremendous lack of support and services compared to those with larger endowments. That’s why a few years ago we decided we would make a focused effort to bridge this gap in the nonprofit community. And the results have been inspiring. Learn more here.
Every woman’s path forward is uniquely their own. Yet there are common challenges that many independent women will face, in one form or another, that can dramatically affect their future. At WCF, our goal is to help you align your decisions with your goals. Learn more here.
Wealth Transfer Planning
For families with illiquid assets (i.e. real estate, private placements, closely held businesses, etc.), establishing a smart transfer plan can be challenging. WCF assists by creating customized action plans to successfully pass along wealth to the next generation based on the nuances of their specific situation. Learn more here.
Real Estate Investment
Whether you own property or are looking to invest, real estate is an intelligent choice for many investment portfolios. It’s also an example of WCF’s commitment to establishing aligned interests and a partnership relationship with our clients. Learn more here
Retirement planning is our specialty. Whether planning for the day you stop working or ensuring your current path is sustainable, our unique "Cash Flow Analysis" process is designed to produce a smart and customized financial based on your specific situation and aspirations for your life. Learn more here