Wigand Integrated Wealth Introduces New Tax and Advisory Services
Wigand Integrated Wealth (WIW) is excited to announce the launch of Wigand Integrated Tax & Advisory (WITA). This new service is designed to provide comprehensive tax strategy, preparation, accounting, and advisory solutions tailored for business owners, as well as affluent individuals and families. This significant development aligns with the company's ongoing mission to enhance wealth management for its clients.
The Vision Behind WITA
Since its inception, WIW has focused on unifying various elements of wealth management to help clients achieve higher levels of financial success. The creation of WITA represents an important step forward in this vision. WIW's CEO, Reinhold Wigand, emphasized that effective tax management plays a vital role in building greater wealth for their clients.
The Importance of Proactive Tax Management
Reinhold remarked, "Through thorough planning and investment management, we have found that proactive tax management offers a remarkable opportunity to enhance our clients' wealth." This approach ensures that clients receive a personalized tax management plan tailored to their specific needs, seamlessly integrated into their overall financial strategy.
Collaboration With Existing Advisors
Wigand highlighted the significance of collaboration, stating that when clients have established relationships with their current tax advisors, WITA aims to enhance these efforts. The goal is to work alongside tax professionals to support and improve the financial wellbeing of everyone involved. For clients looking for a sophisticated and proactive approach to tax planning and preparation, WITA is fully prepared to take on that role.
Leadership at WITA
WITA will be led by Chief Executive Officer Sam Wigand, who is a qualified CPA, CFP®, and CEPA. He will be joined by Chief Operating Officer Kendall Chavez, a respected CPA, Certified Concierge Accountant (CCA®), and Certified Tax Coach (CTC®). With her impressive track record from a previous tax strategy firm, Chavez exemplifies the dedication and expertise necessary to build a robust tax and advisory practice within WIW.
A Unique Approach to Wealth Management
Reflecting on the mission, Reinhold stated, "Our unique approach to integrating all facets of wealth management demonstrates our commitment to innovative strategies that aim for the best financial outcomes for our clients." This philosophy distinguishes WIW in a competitive market and positions WITA as a key resource for affluent individuals and business owners seeking to optimize their financial results.
Contact Information
For those interested in learning more or connecting with WITA, please call 303-225-0334. Additional information can also be found at wita.tax.
Frequently Asked Questions
What services does Wigand Integrated Tax & Advisory offer?
WITA provides tax strategy, preparation, accounting, and advisory services specifically designed for business owners and affluent individuals.
Who leads Wigand Integrated Tax & Advisory?
The leadership of WITA includes CEO Sam Wigand and COO Kendall Chavez, both of whom possess extensive experience and qualifications in tax and advisory services.
What is the vision behind WITA?
The vision of WITA is to unify all aspects of wealth management to maximize financial outcomes for clients, particularly focusing on effective tax management.
How does WITA collaborate with existing tax advisors?
WITA strives to work collaboratively with clients' current tax advisors to ensure optimal financial outcomes while offering advanced tax strategies as needed.
How can clients get in touch with WITA?
Clients can contact WITA by calling 303-225-0334 or by visiting their website at wita.tax for more information.
