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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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Our Clients
Our typical clients are successful business owners, families and individuals.
Before Meeting Us
They often were:
- Dismayed their planning often took place between "10pm and never".
- Frustrated by the lack of integration between their personal and financial goals.
- Concerned about legal and tax issues regarding their current financial management and products already in place.
- Worried about how to pass on their money in ways that will help and empower not harm their heirs or stifle their ambition.
- Bothered that their current advisors usually only call when they want to sell them something, or don't call at all if there is bad news to report.
- Feeling squeezed by the need to care for their parents, in-laws or other older relatives, while simultaneously funding their own retirement and helping their own children or grandchildren with their education.
- Worried about becoming a personal or financial burden to their children or family.
- Shocked that the government could impose an estate tax of up to 50% of their assets upon their death instead of being able to leave those assets to their heirs or charities.
- Confused about how to choose appropriate financial solutions and products that address their specific health and budgetary constraints.
- Annoyed that the compensation and benefit plans provided by their employer favored the lower paid employees and discriminated against those who were highly compensated.
- Distraught by the idea that the company they owned and have worked to build might be forced to close if something should happen to them.
- Unhappy to discover their current business succession plans were out of date, under funded or missing crucial provisions to protect either their company or their family.
- Embarrassed that in spite of their financial resources their planning never was fully integrated with their vision, and that their advisors never collaborated together
If any of these concerns sound familiar to you, contact us to find out how we can help. Or continue on to our Individuals and Families:, Business Consulting & Executive Benefits Planning, or read our Case Studies to learn specifics.
After Working With Us
We helped our clients attain order in their personal & financial lives, coordination of their assets and goals, simplicity and peace of mind in their daily life. Click here to see some of the actual results of The Wealth Control System TM.
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