President & Chief Investment Officer, Shareholder | Educates on #stockmarket #inflation #economy and #investmentmanagement
🥂 🎉 We are proud to be named as one of America’s Top RIAs in 2024 by Financial Advisor Magazine. 🎉 🥂 Thank you for choosing WJA 🙏 🤝 We know your personal financial world is complex. There are constantly changing tax laws, worrisome market environments, and unique life events that you go through. 👉 Our mission is to take your complex personal financial situation and make it simple. 👈 One household at a time, we provide consultative guidance, education, and implementation so you have confidence in where you are going. It is building relationships and helping individual families accomplish their goals each and every day that drives us. 🛢 Focusing on Corporate Professionals & Executives: We've doubled our team from what it was 5 years ago in response to the overwhelming need for trustworthy financial guidance for corporate professionals and executives, especially for those employed at Shell, Chevron, and bp (90% of our clients are or were corporate professionals). As we’ve grown, we’ve deepened our knowledge of the nuances in company benefits expertise so you can keep more of what’s yours and not leave anything on the table. ✔ Fee-only Fiduciary: We’re proud that we are a fee-only #fiduciary, so you know that we’re always working in your best interest. Only 12% of firms are structured as fee-only fiduciaries. We built our firm on the belief that our clients get the best advice when there are no product sales, no hidden fees, and no commission; simply great advice with your best interest in mind. 💲 In-house tax preparation: As tax laws become increasingly complex, we’ve expanded our #taxservices department to merge seamlessly within our holistic financial planning approach, offering CPAs who focus on the needs of corporate executives and professionials--including an expertise in stock based compensation and foreign filling needs. 🏆 We're now managing over $1.3 billion for over 480 households (as of 06/30/24). We believe there is a massive need for quality advice that's in our client's best interest in an industry that is still predominantly focused on sales. Thank you to the whole team that worked hard, made this a great place to work, and proactively stepped up to continually add value to our clients. We wouldn't be here without you. 👨💼 👩💼 AND thank you to our clients 🙏 who trust us in this complex world of finance. We love being able to make the complex simple by providing consultative guidance, education, and implementation. It's been a great first half of 2024, and we're excited to see where we go from here. 📈 🚀 #financialplanning #team #thankyou
We are proud to be named as one of America’s Top RIAs in 2024 by Financial Advisor Magazine. This achievement is particularly special to us as it recognizes our team’s tremendous efforts helping more clients over the past year, which helped us overcome the $1 billion AUM threshold. We’re so thankful to our clients for their ongoing trust in us, and to our team for its continued dedication to our clients. You can see the full list here: https://lnkd.in/gkw7jCKP
Wonderful!!!!!!!!!!!!
Congrats Nick! Well done
MANAGING MEMBER at TURNCO | Leading #BHA #DataAnalytics Technical Authority
1moGreat job Nick!