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Our Service Models

Gold Service Model

  • Annual review meeting with WC Staff
  • Staff provided phone and email support
  • Digital self-service planning software
  • Diversified, tax-optimized portfolios utilizing ETFs
  • Access to WC Referral Network of Professionals

Platinum Service Model

  • Two agenda driven strategy sessions per year with your dedicated advisor team
  • Unlimited phone and email support
  • In-depth financial planning experience with access to cutting-edge technology
  • Full risk analysis & recommendations using Riskalyze
  • Diversified, tax-optimized portfolios utilizing ETFs including strategic, dynamic, and ESG models
  • Advice on retirement plan assets such as 401(k) and 403(b) plans
  • Includes ongoing review of estate planning, tax planning, insurance (may involve outside professionals)
  • Invitations to Walkner Condon client events and seminars

Diamond Service Model

Everything in the PLATINUM experience, and:

  • Custom investment models, including separately managed accounts, asset location strategies, and "sleeve" investments
  • Private equity/non-traded strategies
  • Planning for highly appreciated or concentrated assets
  • Advanced estate planning including charitable giving design and implementation
  • Multi-generational wealth planning