Not necessarily. It really depends if you think you’d be comfortable working remotely with your financial advisor. We certainly are not strangers to the idea, since we have clients in many states across the country.

For Madison area clients, we have two convenient locations for meeting your WWA advisor, Sun Prairie and our Madison west side office. Our Madison West office is not staffed and is for scheduled client meetings.

No.
If you are struggling to keep up with monthly debt payments, such as your mortgage, car loan, or credit cards, then you probably need to seek a debt counselor, not a financial adviser.

First and foremost, we want clients to know that everyone in our firm is trustworthy and will always act in their best interest. Being a fiduciary advisory firm, we believe we can give clients a high degree of confidence and comfort from the service and advice we give. By personal, we mean caring, highly trained & enthusiastic team members answering our phones instead of machines. Your needs and requests can be handled promptly & efficiently by a staff that prides itself on personal service and always going the extra mile. We consistently strive to go beyond our client’s expectations. Our greatest reward is our client’s peace of mind.

Lastly, our business is not just about helping clients manage or grow their investments. It’s about having fun working together and living a life “on purpose” or by design. An entirely mutually rewarding and fulfilling relationship. It’s about showing and guiding clients how to get to or remain where they want to be and considering alternatives for all the “unexpected stuff” that life seems to present along the way.

The bottom line at WWA is that our team focuses on the client’s entire financial situation, assists clients in achieving their goals, attempts to provide unparalleled service, and does it without a bias.

Fiduciary means to hold a confidence or trust. A financial services industry professional who has a fiduciary responsibility to his or her clients must put a client’s needs and interests ahead of his or her own. We here at WWA have been fiduciaries well before the word “fiduciary” became a buzz word and will continue be as long as we are around.

Many independent advisory firms are owned by the individual advisers who run them, so they forge deep, personal relationships and have a strong sense of accountability to their clients.

Some Possible Key Benefits:

• Customized, personal guidance based on your entire financial picture.
• A relationship that’s responsive, attentive, and personal.
• Little to no turnover of advisors or staff. This is one of the main complaints about banks and large national firms that we hear from our clients that used to be with banks and large national firms.
• A fee structure that is simple and transparent.
• We don’t have to earn a bazillion dollars to appease share owners or pay for a professional sports stadium sponsorship.
• Your money is held by an independent custodian, not the advisor firm.

Although tax considerations are a big part all of our analyses and recommendations, and we have a good deal of basic tax knowledge, we do not directly prepare tax returns. We routinely work with our clients’ accountants to ensure a two-way exchange of information, facilitating the accountant’s return preparation and an accurate view of our clients’ tax situation. Within our network of professionals, we can recommend tax preparers to clients who will benefit from this assistance.

Yes. Unlike many firms, we do not have income level or net worth minimums.

We realize that everyone has financial needs. We think there should be an objective resource where people can get answers to their financial questions without having to turn over management of their assets or meet minimum requirements.

We are proud to work with people from all income levels, and all walks of life. There is no better time to get started than today.