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Wealth Control Advisors, LLC
60 William Street, Suite 200
Wellesley, MA 02481
781-235-8891 MA telephone
781-235-8890 private fax
866-235-8991 outside Mass.
10781 Waterford Place
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Charitable Planning and Estate Planning
Maximize the impact of your financial plan with estate planning and charitable planning services from Wealth Control Advisors, LLC. Located just outside of Boston, Massachusetts we collaborate with your estate planning attorney, tax attorney, and/or CPA to develop an integrated, comprehensive life cycle plan to help you achieve your financial, emotional, charitable, and heritage goals. For more information, contact us online or call us either at 781-235-8891 (our Wellesley, MA office) or at 561-691-1380 (our new West Palm Beach, FL office).
Estate Planning*: Preserving Your Values and Your Wealth
We listen carefully to our clients. We view the financial planning process as the development of a deeply personal relationship that paves the way to an informed, effective and fulfilling plan for the future. We believe that quality estate planning* is as much about preserving your values and traditions as it is about traditional wealth management. This focus on your values and principles assures that your wealth, and your legacy, will be in your control.
Wealth Management Services: The Wealth Control™ System
The core of our approach to estate planning* is a strategy known as the Wealth Control System™. The Wealth Control System™ is a unified financial planning method in which we determine your financial goals, assess your current financial situation, and then develop and implement an integrated plan that is customized to meet your goals.
We can work with you to develop a comprehensive retirement estate plan* that changes and evolves with your life goals, and help you understand how to evaluate, select, and monitor your investments. Furthermore, the Wealth Control System™ will give you the ability to plan and provide for the education and care of loved ones, help the causes you care about, and bring simplicity, balance, focus, and peace of mind to your life while creating a lasting legacy.
Start Building Your Legacy
Start building your legacy with estate planning* and wealth management services from Wealth Control Advisors LLC. For more information, call us at 781-235-8891 or email us. To read how we help our clients, read Case Study 3: New Key Manager at Company and Case Study 4: I’ve Got Time.
*Estate planning is in conjunction with your estate planning attorney, tax attorney, and/or CPA.
You can read about our comprehensive Tailored Services, or read more about Wealth Control Advisors, LLC, click here.
To learn more about our comprehensive personal and family wealth services, call us at 781-235-8891 or email us.
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