W3 Wealth Management

The W3 transition team is dedicated to help our clients simplify and reduce the inevitable frustration and stress associated with change. Whether you are transferring in-kind stock from a brokerage account or rolling over retirement accounts such as a 401(k), 403(b), deferred compensation plan or IRA, the W3 dedicated transition team knows what to expect. With decades of experience, we have implemented systems, procedures and checklists specifically created to simplify your life and ease the frustration of change. We have developed a heightened awareness of details that must be monitored such as automatic bill payments, required minimum distributions, and change of address forms. Concierge level service works to assure you all the i's are dotted and t's crossed. We are here for you. Contact us to learn more.