Dedicated Transition Team

We understand. Change can be frustrating and stressful.

The W3 transition team is dedicated to help our clients simplify and reduce the inevitable frustration and stress associated with change.

Whether you are transferring in-kind stock from a brokerage account or rolling over retirement accounts such as a 401(k), 403(b), deferred compensation plan or IRA, the W3 dedicated transition team knows what to expect.

With decades of experience, we have implemented systems, procedures and checklists specifically created to simplify your life and ease the frustration of change. We have developed a heightened awareness of details that must be monitored such as automatic bill payments, required minimum distributions, and change of address forms.

Concierge level service works to assure you all the i's are dotted and t's crossed. We are here for you. Contact us to learn more.

Personal Financial Assistant

For our existing clients, W3 provides ongoing, high-touch concierge level services through your own Personal Financial Assistant.

Out of town and need to buy a car? Contact us and we will arrange to have the required funds wired. The needs and services rendered are unique to the individual client.

Be sure to contact us and see how we might serve your needs.

Consolidated Statements

You can now access your account(s) in one place. Whether your assets are held in a brokerage account, at a mutual fund company, or with a money management firm, you can view all of your assets held at W3 Wealth Management, LLC in one single location.

W3's online account access will not only provide you with a snapshot of your accounts, it will also provide you with other reports such as Rate of Return and Asset Allocation Analysis.

Global Account Access

Do you like to travel? As long as you have access to the internet, you have 24/7 international access to your account wherever needed.

Banking Services

Cash management, bill paying services, ATM access and check writing abilities are made available to you through our banking services.

Proactive Planning

W3 provides plans for your financial liquidity needs through proactive cash flow management. This forward thinking anticipates your needs and works toward the goal of financial freedom.

Strategic Partnerships

To ensure your valuable time is spent wisely, your W3 advisors offer to communicate directly with your existing accountant and attorney to explain and implement your plan.

In the event you do not have other trusted advisors, we can refer you to one of our valued and trusted strategic partners to help execute any legal documents or tax planning necessary to compliment your financial plan.

 

Ready to simplify your life? Contact us now and learn how your Personal Financial Assistant can immediately start saving you time, money, and needless worry. Start relaxing today. We’ll take care of the details.