How Wealth Advisors, LLC Works Typical Wealth Management and Financial Planning Customers Our Tailored Services


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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


 

Employee Benefits

Employee benefits, including Group Medical, Group Dental, Group Life, Group Short Term Disability, and Group Long Term Disability Plans, require active management. Wealth Control Advisors, LLC located just outside of Boston, Massachusetts and in West Palm Beach Florida, works with your company to cost effectively AIM (Audit, Integrate, and Manage) and meet your employee’s needs. For more information, contact us online or call us at 781-235-8891 our Wellesley, MA office or at 561-691-1380 our West Palm Beach, FL office.

The most generous benefits may not be the right ones. We work with owners, boards, and top officers to clearly define the employees’ needs. We then design comprehensive plans to help assure that a company’s benefit programs are optimized for both impact and savings, as well as addresses the real needs of employees.

The results are better budgets, happier employees, and healthier companies.

Employee Benefits Audit
As part of our Employee Benefits audit, we work with business owners, boards, and top officers to clearly define their employees’ needs. We then assess current plan designs to help assure that company programs address the real needs of employees, and are optimized for impact and savings. See Case Study 6: Midsized Company Benefit Plans.

Employee Benefit Plan Design & Implementation
Once the company determines the appropriate type of plans needed, we shop with the leading carriers for the most cost effective plan to fit the need. We remain the primary resource for your administrative team from sign up through support. Additionally, we also design strategic solutions as tax-deductible compensation of executives and other profit generators to help employers attract and retain top-performing individuals, including supplement or “carve out” plans. See Case Study 7: Midsized Company Benefits Bonus Program.

More information is available about our Auditing Services, or you can read about our comprehensive Tailored Services. Alternatively, read Case Study 6: Midsized Company Benefit Plans.

To learn more about our comprehensive personal & family wealth services, call us at 781-235-8891 or email us.


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John L. Rosenheim is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, Inc., member SIPC, 60 William Street Suite 200, Wellesley, MA 02481 Tel: 781-263-4500 Wealth Control Advisors, LLC is not a subsidiary or affiliate of MML Investors