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
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
Wealth Transfer Planning
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 process is designed to produce a smart and customized financial plan so you can live your best possible life. Learn more here.