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

About Wealth Control Advisors, LLC

Wealth Control Advisors, LLC uses the Wealth Control System™ to help bring order to the personal and financial lives of our clients. We initially educate them to understand their money and wealth, and then show them how to control it more effectively. In the process, our clients deepen their sense of purpose and align their goals with their deepest values.

Our firm only provides values- based consulting and planning services.

We do not rely on product sales to be valuable to individuals, families, and companies. The Wealth Control System™ approach helps to simplify complex concepts and effectively address sensitive personal issues. This supports and encourages clients to feel completely at ease as they develop an effective, understandable, multi-generational, multi-dimensional legacy plan.

About Our Staff and Resources Our resource specialists implement customer service, research, administration and scheduling in collaboration with accountants, attorneys, actuaries, business valuation specialists, and other leading professionals, so that we may offer a wide range of services for each unique client.

The result of our unified approach helps bring peace of mind, simplicity, balance, and focus to our clients' lives.

Wealth Control Counselors Your team is carefully selected from leading professionals based on the specific requirements appropriate to your planning needs.

About Our Services Wealth Control Advisors, LLC welcomes complex cases that include

• the integration of personal and company financial planning
• business succession plans
• values-based employee and executive benefits plan design
• charitable and legacy planning
• family meetings
• writing ethical wills*, value statements, or missions
• heirloom, family story, & significant event recording

Understanding effective business planning as well as executive compensation and estate planning* issues enables the team to provide vertical integration of plans at all levels within a company. To help clients develop a truly integrated, comprehensive, effective wealth control plan requires commitment by all parties involved. We work collaboratively with other advisors including the client's designated legal and/or tax advisors.

Wealth Control Advisors, LLC was conceived and founded by John L. Rosenheim (California license # 0802789, Florida License #A226143). See John's bio for more information.

*Estate Planning done in conjunction with your estate planning attorney, tax attorney, and/or CPA, ethical wills are not a legal document.