After divorce, choosing the right investment advisor can be a critical decision that has significant long-term implications for you, both personally and financially. At WFA Asset Management Corporation (WFA), we help clients answer important questions, such as:
WFA provides direct access to a team of financial specialists, including investment advisors, a Certified Financial Planner (CFP®), a Certified Public Accountant (CPA®), and Certified Divorce Financial Analysts (CDFA®). We are dedicated to providing a comprehensive perspective on our clients’ individual situations.
Also, we believe knowledge and understanding of current laws and market conditions is key to making intelligent and informed decisions. It is this belief that drives us to educate our clients on matters crucial to their future financial success. We believe our monthly market updates and our education process are a unique strength which sets us apart.
WFA was founded over 30 years ago as one of the only firms in southeast Wisconsin who specialized in helping individuals manage their finances post-divorce. Our financial and investment planning expertise is a critical step for anyone as they begin the process of navigating their financial future.
PLEASE NOTE: The scope of any financial planning and consulting services to be provided depends upon the request and needs of the client. WFA does not serve as an attorney. WFA does not prepare estate planning documents.
© 2019 WFA Asset Management Corporation