Wealth Teams

Wealth Teams is a leading player in the financial services industry, founded in 1977. The company positions itself as a Wealth Coach for its clients, focusing on a comprehensive approach to financial planning. Wealth Teams emphasizes the importance of listening to clients' needs, defining financial goals, and offering tailored strategies to achieve them. The company's approach includes detailed analysis of cash flows, liabilities, tax planning opportunities, and wealth planning options, utilizing economic modeling to determine the best outcomes. Wealth Teams prioritizes managing markets over stocks and advocates for Evidence Based Investing as a more reliable approach to wealth accumulation. The company combines research and science to help clients maximize the probability of reaching their long-term financial goals while effectively managing risk and optimizing portfolio allocation. The Alliance brings together a team of dedicated professionals offering a full range of services tailored to the needs of successful business owners and professionals who may not have the time to prioritize their own financial well-being. Through the WTA planning process, the Alliance aims to reduce stress and concerns related to financial future planning. Wealth Teams encourages potential clients to request a financial assessment to understand how the Alliance's strategies can help them gain financial stability and achieve long-term prosperity.