The registered investment advisors at W&A are bound by fiduciary duty to act in your best interests. Our billing structure and organizational design reduces conflicts and incentives from our advice. We pride ourselves on our craftsmanship and attention to detail.
We offer our expertise to clients without restriction. Our extensive intellectual capital is at your disposal.
Financial plans change. Investment returns, tax strategies, estate laws, families, and health conditions vary. With so many moving parts, having a trusted advisor is essential. We know how much effort our clients expend amassing assets. Our mission is to honor that effort through applying our own. We commit to stay on the forefront of investment thought and personal financial strategies. We commit to being available to you whatever the need. We commit to treat your situation with integrity and compassion.
PRIORITY #1: COMMUNICATION
In-depth listening is the first step of any relationship, and we’d love to spend some time listening to you. Where are you now? Where are you going? What are your values? Who depends on you? You have to “click” with us and we have to “click” with you.
We know first-hand that money and wealth are very personal issues. Before you become a client of Waddell & Associates, we put our wealth strategists to work for you and put together a comprehensive plan that shows you how you can maximize opportunities that will take you where you want to be 5, 10, 25 or 50 years from now with regards to your wealth.
We understand the struggle and sacrifice it takes to amass wealth. We understand the complications that wealth invites. We understand the fear and confusion that plague the big life decisions of building families, educating children, starting and divesting businesses, transitioning into retirement, processing divorce, designing estates, and more. We understand these issues. We have faced them ourselves. We built this firm to help. We built this firm to provide you comfort. We do a lot of calculations at W&A, but everything we do starts with the heart.
Waddell & Associates Family Pt. 1
Waddell & Associates Family Pt. 2
What Separates Waddell and Associates From The Rest
The Waddell and Associates Team
Waddell and Associates Choosing The Right Partner
Waddell and Associates What’s The Priority
Waddell and Associates Hippocratic Oath
Waddell and Associates Three Things To Be Excellent At
Waddell and Associates Clients and Community