Your Best Succession Option
WDS has developed a business plan with the goal of helping you elevate and grow your practice; or if you are near retirement, we have a plan to help you transition gracefully on a timeline that works best for you and your clients.
Our team of advisors can handle all of your client’s needs. The WDS team approach allows for a retiring advisor to feel confident that their client base will be serviced from the top to the bottom the way they would want. If you are still in growth mode or nearing retirement you have the ability to plug into our marketing systems to help enhance your clients’ experience and grow your practice.
We also have a tax advisor, Medicare specialist, and pre-Medicare health insurance specialist on the team to help support your clients as well. We host numerous client events, seminars, charity events, and social media marketing focused around our mission statement which is to help our clients achieve their financial, family, health, charitable, and social aspirations one conversation at a time.
