Our Services

From helping organize your assets to implementing investment and risk management strategies, while working with you to develop your financial and estate plans – you will find it all under one roof.

Family meetings

It can be a challenge to communicate financial goals across generations due to the emotionally-charged nature of the subject. These discussions around wealth are complicated, emotional, and best held in third-party settings. Let our experienced team help facilitate a family meeting to bring everyone onto the same page. 

Wealth Planning

Wealth planning is the art of understanding you, your family, what makes you unique, and what you want to accomplish most in life. This, integrated with the science of risk mitigation strategies, investment planning, tax planning, and estate planning, helps us create a plan for you that weathers any of life’s expeditions.

Small business offerings

We offer planning specific to business owners along with custom-tailored employer retirement plan solutions. Running successful books for your business and keeping your family’s financial plan on track don’t have to exist in separate worlds. Allow us to show you a path to achieve the best results from this symbiotic relationship.

1031 DST Real Estate Services

Are you selling and looking to 1031 your proceeds to keep from paying taxes, but simply don’t want to deal with managing the real estate anymore? At WR Wealth Planners, we offer the ability to facilitate this transaction and take the headache of property management off of your shoulders through a partnership with Bluerock, an industry leader.

Tax Planning

“It’s not about what you make, it’s about what you keep.” The tax law landscape is constantly changing. Our expert wealth planners take advantage of tax codes and work with our clients to generate the most favorable outcome at tax time.

investment management

Most firms believe diversification is simply stocks and bonds. At WR Wealth Planners, we know that true diversification is achieved by investing across all asset classes including commodities, alternative investments, and real estate. Our investment allocation services are personalized to each client, along with the way we enter the market. From risk-adjusted models to dollar-cost averaging strategies, we ensure your money works in a way that aligns with your ambitions.

Divorce Planning

Although a settlement may look equitable in today’s terms without the planning of a Certified Divorce Financial Analyst, the settlement could be anything but. We can show you the major difference between equal and equitable. Our highly trained professionals are sensitive to the emotional intricacies of divorce and can assist with any situation’s level of complexity.

Asset Protection

You’ve worked a lifetime to build wealth and your estate, let us show you how to protect that in today’s litigious society. After extensive tax and legal research and education, our team’s comprehensive approach to wealth structuring is fit for any ultra high net worth client or family.

Trust Services

Trustee responsibilities can be overwhelming, especially when a new generation has to take them on without warning. We are proud to offer corporate trustee services to make the wealth transfer between generations smooth and simple.

Schedule Your Listening Session!