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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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Ethical Wills, Value or Mission Statements
Make your estate plan* a true legacy plan with ethical wills, value, or mission statements in combination with wealth management 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 at 781-235-8891 to schedule an appointment at our Wellesley, MA office or at our West Palm Beach, FL office.
Most traditional estate planning merely determines “what financial assets” pass on and to “whom” without communicating “why” things were done in that specific way. By facilitating the drafting of an ethical will, family value statement, or financial philosophy Wealth Control Advisors, LLC helps you communicate your legacy plan explaining “why” you have created the specific plan for your heirs and charitable interests. This helps with family harmony and to better preserve assets, values, and traditions for future generations.
You can read about our comprehensive Tailored Services, or Case Study 1: Prominent Physician and his Mature Family to see how our client preserved their non monetary assets for future generations.
To learn more about our comprehensive personal and family wealth services, call us at 781-235-8891 or email us.
*Estate planning is in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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