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