Are the Planets in Your Wealth Universe Aligned?
At Waddell & Associates our wealth strategist approach means we are focused on your infinite, big picture – your wealth universe.
If we stopped at asset management we would be doing you a disservice.
We expect to earn your loyalty as a client. We work with you to strategically develop and chart the course of your wealth universe, and then we proactively monitor it for you. This is where the “infinite” comes into play. We mean infinite because your financial picture is always changing – there are life events such as planning for college, liquidity events including the sale of land or properties, and other financial issues that require adjustments to your big picture…it’s like a masterpiece that takes a lifetime to complete.