Wealth & Estate Planning
Trusted Advisors in Wealth Management & Estate Planning Services
At Wheeler Wolfenden and Dwares, CPAs, we know it is how we provide the service and who delivers it that makes the difference.
Our services are delivered by experienced professionals who offer insights and solve challenges. We communicate and collaborate with each other and our clients. Those deeper connections, together with our cutting-edge knowledge of business trends and ever-changing regulations, create strong value that goes well beyond a list of services.
To learn more about how our team can help you achieve your goals, contact us today.
Safeguard Your Wealth and Plan for a Lasting Legacy
From financial security for you and your family to an ongoing business or foundation, you’ve worked hard to build something that will last long. The Wheeler Wolfenden and Dwares team will help you develop a road map to preserve wealth and provide your loved ones with financial security in the coming years. If you own a family business, we can help you ease the succession of ownership and ensure business continuity with early and effective planning.
As advisors who take the time to understand your personal goals, we will help you protect your assets, keep you current with changing tax laws, and minimize tax liabilities for your estate and your heirs. We will work with your attorney and other professionals to prioritize your interests, ensuring a personalized approach that meets your unique needs. We’ll help you understand the tax implications of your current estate plan and offer recommendations based on tax law.
WW&D’s wealth and estate planning services include:
- Business succession planning
- Estate and gift tax planning and valuation
- Family and business financial security review
- Guardianship accounting services
- Identifying gifting and education fund opportunities
- Investment, life insurance, and retirement planning
- Tax Preparation
- Tax ramification analysis
- List Trustee and power of attorney services