We believe in answering clearly.

WDW provides comprehensive wealth planning, tax strategy and preparation, and employer-focused retirement and benefits services. Our integrated approach helps individuals, families, and organizations align investments, taxes, and workplace plans under one coordinated team.

We do not apply rigid account minimums in every case. We focus on whether there is a strong fit between your goals and how we can add value. During an initial conversation, we will discuss scope, services, and any practical considerations so you can decide with clarity.

A fiduciary is legally obligated to act in your best interest — not sell products for commissions. As a fiduciary firm, WDW's recommendations are always based on what is best for you, with full transparency around fees and potential conflicts of interest.

The first step is an introductory conversation — no cost, no obligation. We will learn about your goals, explain our approach, and determine whether we are a good fit. You can schedule a time directly from our website.

Yes. We design, implement, and manage employer-sponsored retirement plans including 401(k), 403(b), and defined benefit plans. We also provide ongoing participant education and fiduciary oversight to help employers meet their obligations.

We charge a transparent, tiered asset-based fee starting at 1.00% for the first $1 million, with lower rates for higher balances. There is a $7,000 annual minimum. We do not earn commissions or receive payments from product companies. Visit our Wealth Planning page to use our interactive fee calculator.

Portfolios are built around your objectives, time horizon, and risk tolerance. We emphasize diversification and disciplined implementation, with ongoing monitoring and periodic reviews so allocations stay aligned as markets and your life evolve.

We do not have a strict minimum account size, but our annual minimum fee is $7,000. We work with clients across a wide range of asset levels and are happy to discuss whether our services are a good fit for your situation.

A fiduciary is obligated to act in your best interest when providing investment advice. WDW embraces that standard: recommendations are driven by your needs and goals, not by commissions or product incentives unrelated to your welfare.

Yes. Our in-house tax team prepares individual and business tax returns. Because we also manage your investments and financial plan, we can coordinate tax strategy across your entire financial picture — something most standalone CPA firms cannot offer.

Effective tax planning is a year-round practice, not a once-a-year sprint before April. Mid-year and quarterly check-ins help capture opportunities related to income, deductions, retirement contributions, and business structure before year-end deadlines pass.

Yes. We often serve clients who need an integrated view of personal and business filings. Coordinating both under one team can reduce gaps, improve timing of elections, and keep strategies consistent across entities and households.

You can access your investment accounts through the SEI client portal, your financial plan through eMoney, and your tax documents through the WDW Tax Portal. Visit our Client Access page for direct links and login instructions.

You can reach the right portals from our Client Access page, including SEI, eMoney, and the Tax Portal. If you are unsure which login applies to you, contact your advisor or our office and we will point you to the correct link.