We take a panoramic view of wealth and consider your whole financial picture. We build a long term partnership with our clients entire family.
Planning for your children’s or grandchildren’s higher education expenses can be confusing.
All too often parents and grandparents invest in the “hottest” product available with little or no attention paid to how that product will affect future financial aid, scholarships, loans and payment. To help effectively plan for these variables, the WDP team can help develop higher education strategies designed for tax favorable growth and flexibility.