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Wealth consulting services

You can take our wealth advisory services as customized planning for your high net worth family or powerhouse business. Whether we are handling a tax, accounting, or business operations issue, the guidance we provide will be objective, insightful, and informed by years of successfully anticipating and addressing the unique issues that affect you every day. WTS team of experts will never lose sight of your financial big picture as we work to protect and build your wealth, maximize your tax savings, and prepare you for eventual estate transfer or business succession.

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We can assist you with all aspects of wealth management including:


  • Asset protection
  • Charitable giving
  • Business succession planning
  • Family governance
  • Estate and gift tax planning
  • Retirement planning
  • Investment planning
  • Insurance planning


WTS operates with the utmost integrity and discretion, fully appreciating the trust that you have placed in us.