Our Clients

Wealth Control Advisors typically works with successful individuals, families and businesses who want to protect against risks and manage their day-to-day and long-term expenses. Our clients are concerned about the best way to leave money to their heirs and causes. They want to know that when they choose to retire, they will have sufficient resources to be financially independent. They want professional analysis, objective advice and comprehensive assistance implementing their personal wealth plan.

In most cases, our clients seek guidance to attain simplicity in their financial lives, order in their personal lives, coordination of their assets and goals, so they can enjoy increased confidence about the future that results when each of these issues is addressed effectively as part of an integrated process.

We are not a good fit for everyone.

In order to help you achieve your goals now and in the future we have to know what those goals are, and what is important to you in life as well as financially. We want to know where you are versus where you want to be and that requires review of your finances and planning, current legal documents and sometimes collaboration with current advisors, where relevant.
We will review your entire situation and create a wealth management plan that takes all factors into account, determining gaps and strategic opportunities, prioritized for degree of impact and or importance. Our analysis will tell you the objective truth of your situation and our analysis will include a prioritized list of action items that you as the client are advised to implement.

The financial analysis has value in and of itself, but to realize the true value of the plan the client needs to make their stated goals a priority and make the changes that allow them to move towards them.

Are we a good fit for you?

We are a good fit for individuals, families or business owners who are serious about their goal- who donít shy away from the truth, who are ready and willing to make the changes they need to see their goals accomplished.

These clients know that they want their families and businesses to be taken care of in the best and worst of times. They want to be able to live comfortably in retirement and to be able to help their children or grandchildren pay for college.
Some want to leave behind a legacy, while others want the company they started to do well long after they are gone, or be protected if their partner passes and their spouse wants to sell.

Whatever the goals or dreams, we strive to inspire our clients to make the wise decisions to become financially fit.