Wealth Accumulation

Related Services: Tax Services

Growing and maintaining wealth may be one of the most important issues you face. Protecting your wealth and providing proactive strategies to grow it is what TravisWolff’s Wealth Accumulation Group is all about. Our primary goal is to ensure you realize the quality of life that comes from achieving your short- and long-term financial goals.

Our professionals play many roles as wealth advisors. We translate tax and financial complexities into everyday English. Estate planning, business succession, and tax scenarios are presented in a “What does this mean to you?” way that clearly puts you in the spotlight. With TravisWolff, you will have your own personal...

Planner
As your Planner, we work with you and your other advisers to help set your goals and identify the steps needed to accomplish them.

Our qualified professionals explain how special tax techniques and transactions (grantor retained annuity trusts, family partnerships, etc.) might benefit you. Our aim is for you to feel comfortable with your decision making by offering you the information necessary to make informed choices.

Coach
In the Coach role, we ask questions that keep you focused on your financial goals. We also coach you so you can identify areas of opportunity or concern so we can discuss them before you make decisions that may affect your wealth.

Tax Manager
We understand so many areas of your life are touched by tax implications. We forecast your income tax liability and recommend the timing of your tax payments to keep your money working for you. We identify tax saving opportunities that are consistent with your financial goals. As your Tax Manager, we advise on everything from managing a stock option package to distribution planning for your retirement accounts to protecting wealth that is to be passed to the next generation.

Vision Guardian
Once we understand your desires for the future, we act as your Vision Guardian. Often the implementation of tax, financial, and investment strategies creates complexity in your life and in your tax reporting.

We work with your other professional advisers to protect your vision. We also have the knowledge and skills to execute IRS filing requirements.

A Word About Objectivity
We believe we can better serve our clients by doing what we do best and referring you to those who do what they do best. That’s why we say, “No!” to paid commissions for referrals. We aren’t attorneys, so we don’t draw up wills or trust documents. We aren’t in the insurance business, so when you in need a policy we’ll refer you to an agent who shares our commitment to exceptional client service. Investment management is not our area of expertise, but we can connect you with qualified advisers and won’t make a dime when we do it.

To us, it’s pretty simple. We want to be your objective, valued advisor, and trusted guardian of wealth who enables you to enjoy peace of mind by supporting your solid decisions on the way to achieving well-defined goals.

Anytime you want to plan for your future or maximize your personal or business wealth, think TravisWolff. We help individuals and families:
 

• Plan for income tax payments and take steps to reduce their tax burden
• Manage executive compensation packages
• Plan for children’s or grandchildren’s education or elder care for parents
• Understand and make decisions about tax planning vehicles
• Minimize estate taxes
• Develop saving and investing strategies for a comfortable retirement
   

We handle complex tax situations every day. We’ve worked with professionals, executives, entrepreneurs, high net worth individuals, and family businesses for more than 50 years.
 

Related Partner Bios: Kenneth B. Travis, Edward B. Creager, Jerri Hammer, Hunter Nibert, Janet M. Smith
Related Manager Bios: Diane Haselroth, Charlotte Weeks