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How the Relationship Actually Runs.

Your plan leads with financial planning and takes in asset management, tax strategy, risk, estate design and whatever else your situation calls for. It's a working document. We revisit it when your life changes, when the markets change and when the tax law changes, which is more often than most people expect.

When your plan calls for an estate attorney, we help set the meeting and we're in it. You can handle a meeting on your own. The difference is that we speak the language, we know your goals and we can walk you through afterward what was actually decided. You aren't paying us by the hour to be there.

The same goes for your CPA. We're in the conversation about minimizing what you owe, well before anyone is filling out a return.

This is where most of the value sits and where most relationships fall down. When your trust is updated, we make sure the assets actually get retitled, so the document works the way you paid for it to work. The cost of a document that was never finished shows up later, usually at the worst possible time, and usually for the people you were trying to protect.

When a strategy is agreed on, someone owns getting it implemented. Your advisor treats that as part of the job.

Working with WCG doesn't mean working with one person and a small local office. Behind your advisor is a national team of CFP® and CFA® professionals along with specialists in estate strategy, tax planning, charitable giving, insurance, banking and lending. Those are resources most independent practices can't build alone.

That structure is also what allows the relationship to continue across generations, and to outlast any one advisor's career.