We do more than manage your money. We simplify your life with comprehensive strategies tailored to your needs, dreams and values. Our team will create a financial plan aligned to your timeline and risk tolerance. If you believe it, we'll help you achieve it. Our goal: to help you achieve your goals.
A WEALTH OF EXPERIENCE. Don't fear the future. Plan for it with the proven expertise of our multi-generational advisory team. You might be nearing retirement, making a complicated decision on executive benefits, selling your business, or funding a cause that's near to your heart.
A WEALTH OF EXPERIENCE. Don't fear the future. Plan for it with the proven expertise of our multi-generational advisory team. You might be nearing retirement, making a complicated decision on executive benefits, selling your business, or funding a cause that's near to your heart.
Services
My company benefits include Incentive Stock Options, Restricted Stock, and Deferred Compensation. How do I take advantage of these benefits being mindful of the taxes?. Retirement planning is one of our firm's core strengths. Our expert advisors have vast experience in 403(b) plans, 401(k) plans, Roth IRAs, SEP-IRAs and more.
After you contact us by phone or email, a Wagener-Lee advisor will call to learn more about you, your family, your career, your financial goals, your investment timeline, risk tolerance, and other priorities. If you feel we're a good fit, our advisor will set up a discovery meeting in our office, by phone or video conference.
Our 17-person practice includes an estate attorney, CFA, CFPs, CPA and licensed insurance professionals. As a result, we can offer clients like you comprehensive financial planning services designed with investment, retirement, tax and legal factors in mind. Our team has different areas of expertise, but one common goal: to help you achieve your dreams and a secure financial future.
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