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Wealth Control Advisors, LLC
Rosenheim Financial Services
60 William Street, Suite 200
Wellesley, MA 02481
781-235-8891 MA telephone
781-235-8890 private fax
866-235-8891 outside Mass.
10781 Waterford Place
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Charitable Giving
We help increase giving and gifts by inspiring people to include philanthropy as part of their comprehensive financial planning or estate planning that is done in collaboration with their attorney and/or CPA.
Many people may not know how to leverage their giving. This planning can be technical and confusing. Our services build a "bridge" to the experts.
We motivate those who already support non-profit institutions to do even more, and show them how to achieve this while simultaneously protecting any inheritance for their family.
Contact us to discover how to leave more money to your heirs and charitable interests, and reduce your taxes.
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