Broker Check

Comprehensive Wealth Assessment

Comprehensive Wealth Assessment 

Comprehensive Wealth Assessment 

WAG's Comprehensive Wealth Assessment
provides:


• An opportunity for clients to identify gaps and educate
themselves on strategies best suited to their
goals


• A comprehensive, holistic analysis of each
aspect of a client’s financial well-being


• A customized output tailored to each client
 designed to lead the client through the
implementation of recommended strategies


Private Wealth Solutions

Additional Strategies for our highest net-worth clients ($10mm+)

Comprehensive Wealth Assessment (CWA)

Business Owner Advisory

Succession Planning 

Capital Gains Tax / Mitigation Strategies

Trust & Estate Administration Services

Capital Gains Tax / Mitigation Strategies

Lock-In Bonus Exemption

Portfolio Asset Protection