Your advisors shouldn’t exist in silos. In silos, advisors can give overlapping and conflicting advice which is time consuming for you, the client.
In this innovative model, our role is to synchronize wealth management, tax, estate, and insurance advice into a singular, cohesive plan. We engage with you through quarterly review meetings, ensuring your strategy remains aligned with your evolving goals and the dynamic financial landscape.
Carroll Wilkerson and Jared Reynolds founded WR Wealth Planners (formerly Wilkerson & Reynolds Wealth Management) in January of 2009.
During their 60+ years of combined experience, it has been their mission to be a resource and assist clients in making informed financial decisions through education, communication, and the financial planning process, while keeping the client’s interest paramount.
Utilizing a comprehensive suite of investment management and wealth planning solutions, the founders have been serving affluent families, business owners, professional athletes, celebrities, executives, and companies since 1985.
“I’ve been through planning before.” We hear this often when meeting with prospective clients. What we find out when they show us their “plan” is that it’s simply nothing more than a sales proposal with the end game of a transaction – that couldn’t be farther from the authentic planning process.
We think it’s important that our clients have advisors with real-world experience in the subject matter they provide guidance in. That’s why our clients work with wealth planners who can put themselves in your shoes.
Wealth planning is an experience where every facet of your financial vision is planned for. After we collect data to help us understand what makes your situation unique, we utilize our team of experts to craft a scenario-based plan that we present to you. Following the planning process, you are assigned to a three-person team who will help you execute your personalized strategy and provide ongoing service for any plan changes or needs that arise. We then review your plan no less than annually for any updates to ensure you’re on track for success.
Begin your journey towards financial clarity and confidence by scheduling an appointment with our dedicated advisors today. Let us guide you through personalized strategies that align with your goals and pave the way for a prosperous future.
Your Wealth. Our Expertise. One Integrated plan.
Disclosure: Investment Advisory Services offered through WR Wealth Planners, a Registered Investment Advisor. Learn More. Form CRS is a simple and easy-to-read summary regarding the nature of a retail client’s relationship with our firm. Click here For more tips on evaluating advisors
