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

FAQs:

What does Wealth Control Advisors, LLC really do for us and why should we hire Wealth Control Advisors, LLC?
We help bring peace of mind to our clients, simplify their lives, and help them focus on what they do best. This allows them to outsource what they find tedious giving them more control over their lives, "wealth", and time. Our services go far beyond just the material aspects of your wealth.

Why should I use your service instead of one of the large, famous companies?
Our personalized service is different from most firms, since we bring leading experts TO YOU, when we assemble your collaborative planning team. We facilitate the entire planning effort for you, with the chosen experts orchestrating the plan to your circumstances so all of the pieces fit together. We do not merely send you out to a specialist.

Why did you use the name Wealth Control Advisors, LLC?
The name reflects our Mission to help our clients bring personal and financial order to their lives. We educate them to initially understand their money and to all aspects of wealth, and then show them how to control their total wealth more effectively. This creates the fun of seeing their money help the people and causes they care about while they are still alive to actually live their legacy. The Wealth Control System TM puts clients in the driver's seat using a logical, complete system that they control every step of the way.

"If you are not using your wealth to achieve your dreams, your wealth is out of control." John Rosenheim (California license # 0802789)

What kind of clients do you usually serve?
Wealth Control Advisors, LLC usually works with three kinds of clients:

• Successful individuals or couples who want to pass on the 3 aspects of their wealth true wealth: material, human (relationship building), and intellectual (values).
• Individuals who never engaged a collaborative to Audit, Integrate, and Manage (AIM) their assets with their vision, values and goals.
• Successful individuals who may have investment, estate plan, and or tax concerns and are open-minded about considering philanthropy as part of their strategy
• Companies with retention or succession plan challenges

How much will it cost to have a meeting to find out if I need or want your services?
To schedule a free introductory meeting to get acquainted, discuss the possibilities of your financial future and determine the value that the Wealth Control System™ can provide you, Contact Us.