At Wakefield Wealth Management, we recognize
that every client’s situation is unique.
We excel at helping you make even the most
challenging financial decisions.
At Wakefield Wealth Management, we recognize that every client’s situation is unique.
We excel at helping you make even the most challenging financial decisions.
WEALTH MANAGEMENT OVERVIEW
Whether you are in the early stages of your career, planning a business sale or looking to maximize wealth transfer to the next generation, we have the experience and expertise your family needs.
Our wealth management style could be categorized as more of the tortoise than the hare. For many of our clients, a steady, consistent approach to investing that does not waiver during different market environments provides the best outcome.
Investments are just one piece of a well-crafted financial plan. There’s no limit to the concerns and difficult financial decisions you might face. Whether you are considering retirement, selling your business or just trying to simplify your finances, we are here to provide thoughtful, unbiased guidance every step of the way.
TAX & ESTATE PLANNING
Our diverse team of experts advise our clients on tax strategies for today and estate planning tools for the future. We continuously review each plan, accounting for changes in your life and changes in Washington.
Coordinating with your other trusted advisors, we: