Services

Witt Financial Advisors, Inc. provides the following services:

Money Management
  • Individuals - small to medium-sized accounts
  • Corporations
  • Trusts
Financial Planning
  • Retirement Planning
  • Estate Planning
  • Risk Management
  • Children's Education/College Planning
Tax Planning
  • Individuals
  • Partnerships and LLCs
  • S-Corporations
  • C-Corporations
  • Trusts
Business Consulting
  • Startups
  • Acquisitions

Additional Client Services

Recognizing that Witt Financial Advisors, Inc. cannot meet all your business needs, we have formed strategic relationships with several local CPAs, Estate Attorneys, Mortgage Brokers, and Insurance Specialists to ensure top quality expertise, in servicing our clients complete financial situation.

The involvement of our partners will vary, and may be as simple as an answer to a question, or as complex as an integral part of a comprehensive plan. Referrals to these companies does not involve a commission or kick-back to WFA in any form.