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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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Individuals and Families:
We work with successful families and individuals to manage all aspects of their wealth in ways that address not only the financial but also the human, intellectual, charitable and heritage aspects of their wealth.
The success of a wealth plan is not just the dollars but the effect it has on your life, your family, your community and the peace of mind it creates for you.
We work with you, your family, your legal or financial advisors and our network of professionals to design a wealth plan that manages your wealth, maintains or enhances your lifestyle and assures that your legacy lives on.
Contact us to find out how Wealth Control Advisors, LLC. can help you and/or your family.
We listen carefully to our clients. We view the process as the development of a deeply personal relationship that paves the way to an informed, effective and fulfilling plan for the future.
Individuals
Even if you are not responsible for the day to day care or financial support of family members, you still may have concerns about some of them. The Wealth Control System™ is designed so that your financial plan evolves as your life, goals and assets change.
We realize that laws may change as do your goals and vision. Our approach is sensitive to different family structures.
The Wealth Control SystemTM and The Family Wealth Counseling Approach
The Wealth Control System™ helps to assure that all aspects of your family's wealth, vision and values are considered and accounted for in your planning. When desired, our process enables family members to contribute to direction setting. The individual needs of these family members are factored into the process.
The Ongoing Commitment of Wealth Control Advisors, LLC.
The Wealth Control System's TM ongoing review process enables us to create plans that evolve along with you and/or your family. Products that are part of the plan must be continually evaluated and monitored. Investments must be regularly managed. Retirement assets must be carefully and appropriately distributed. Your stories and traditions need to be recorded for future generations.
Our Compensation
Our experience shows that an initial flat fee and then annual renewal reviews will help simplify your life, and help create more personal and financial order, let you focus on your true passions and unique abilities and bring you ultimate peace of mind.
You can read about our comprehensive Tailored Services, Our Clients, or How We Work. Alternatively, to read more, About Wealth Control Advisors, LLC.
Contact us to get started today.
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