Wildly personalized
You deserve a team that cares as deeply about your future as you do.
When it comes to your hard-earned money, it’s important to have a hyper-dedicated team that is seriously engaged in your financial future. For over 50 years, WDW has been guiding clients in building, protecting, and preserving wealth through a personalized approach that truly works.
Questions We Answer
•When can I retire?
• What type of lifestyle can I expect when I retire?
• How can I balance competing financial goals and interests?
• How can I financially plan to care for my aging parents?
• What should I do with my inheritance?
• How can I reduce the amount I’m paying in taxes?
• What’s the best way to support my child’s education?
Our Clients
Who We Serve
Individuals & Families
WDW wants to partner with you to help formulate your goals and then help hold you accountable to the necessary steps to get there. We want to help you organize and simplify your financial life and proactively plan for your family’s future.
Companies
Corporate retirement plans often get pushed aside for more urgent items on the to-do list. WDW can help business owners and companies understand the responsibility of having a corporate retirement plan and then design, implement and manage all aspects of the plan.
Leadership
Meet Our Partners
Michael H. Westbrooks
Partner
David J. Dugger, CPA, CFP®
Partner
Stephen I. Falk, CFP®
Partner
Daniel Malone, CFP®
Partner
Let's have a conversation
If you think WDW Financial might be the right fit for you, reach out and our team would be happy to discuss next steps.
Testimonials
Hear it from our clients first.
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