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WDC provides a “virtual back office” for professional client advisors working in the estate planning market with very high net worth individuals and privately held businesses.  We offer strategy selection and design consulting, comprehensive quantitative analysis, and client report preparation services.

From stand-alone strategies to comprehensive plans involving numerous interdependent strategies, WDC can assist you to attract and retain your most important and demanding clients.



 

 

    When you're ready to move your tax and estate
    planning services to the next level, it's time to
    consider Wealth Design Consultants, LLC.

    Contact Us           © 2005-2008 Wealth Design Consultants, LLC