Financial Planning & Wealth Preservation

WZ believes that an accounting solution needs to support, protect and preserve a client’s quality of life, goals and desires. Helping clients meet their financial goals and preserve their wealth once it’s been earned is central to the WZ mission.

A Few of Our Financial Planning & Wealth Preservation Services Include:Financial Planning

  • Bankruptcy Consultations
  • Trust & Estate Planning
  • Financial Planning
  • Retirement Planning
  • Trusts and Estates Tax Preparation

Financial planning often requires the coordination of many professional disciplines. WZ proactively assists clients to develop these types of teams and to actively participate in coordinating their efforts.

WZ seeks to contribute expertise, discipline and vision to the financial planning process.

“We turn to the WZ team for support, research, projections and advice for individuals, trusts and corporations…. our common clients ALWAYS comment on how proactive they are with ideas and planning through the year…”

– Lee Delorenzo, President
United Asset Strategies