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Our Service Models_Test

- Annual Review Meeting with WC Staff- Two agenda driven strategy sessions per year with your dedicated advisor teamEverything in the PLATINUM experience, and:
- Staff provided phone and email support- Unlimited phone and email support- Custom investment models, including separately managed accounts, asset location strategies, and "sleeve" investments
- Digital self-service planning software- In-depth financial planning experience with access to cutting-edge technology- Private equity/non-traded strategies
- Diversified, tax-optimized portfolios utilizing ETFs- Full risk analysis & recommendations using Riskalyze- Planning for highly appreciated or concentrated assets
- Access to WC Referral Network of Professionals
- Diversified, tax-optimized portfolios utilizing ETFs including strategic, dynamic, and ESG models- Advanced estate planning including charitable giving design and implementation

- Advice on retirement plan assets such as 401(k) and 403(b) plans- Multi-generational wealth planning

- Includes ongoing review of estate planning, tax planning, insurance (may involve outside professionals)

- Invitations to Walkner Condon client events and seminars

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