Our Services

At WFA, there’s not a “cookie cutter” approach to how we manage your financial life. So, your plan is your plan—it’s customized.

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RFG Approach

Trusted Guidance and Objective Advice

Our long track record of trusted guidance, objective advice and investment management will guide you to pursue your financial goals. Open communication and full transparency are a part of our culture.

Financial Life Planning

Portfolio Management

We work with individuals to accomplish comprehensive life planning that meets their long-term goals tomorrow but helps them live their best life today. This plan is then tied to your Fetch Financial Life Hub so it doesn’t just sit on a shelf in a binder but is instead updated with your investment portfolio and reflective of your current life goals and priorities.

  • Tax management
  • College funding
  • Retirement planning
  • Estate planning
  • Charitable giving
  • Distribution strategies

Portfolio Management

Steadfast

Once your financial goals are identified, we’ll build a customized investment portfolio to meet them. Leveraging WFA’s state-of-the art portfolio stress testing and risk assessment tools, we help ensure that your questions are answered and needs are met. We’ll meet regularly to review your progress and adjust for any curve balls life may throw at you.

Learn More about the Steadfast Personalized Investment Platform.

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FETCH Financial Life Hub

FETCH

Access real-time statements and customized reports related to your financial plan. You can also organize and store documents that are important to your financial life, which may include a Trust or a Durable Power of Attorney, for example. This tool gives busy clients the peace of mind to know that everything they need is in one centralized location that can be accessed any time of day or night.

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Retirement Plan Services

Retirement Plan Services

We share your mission to help your retirement plan participants achieve their financial life goals. We can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.

Generational Wealth + Family Education

Family Education

It's never too early to start talking to your children about money. We help you design a strategy for talking to your children and preparing them for wealth.

Business Consulting

Business Consulting

We work with founders, presidents and CEOs of companies and help them develop strategies to better manage and protect their business.

  • Cash management
  • Succession planning
  • Retirement plans
  • Key person insurance
  • Deferred compensation

For Women

For Women

Recognizing that men and women think and talk about money differently, we created an educational website designed for women to learn how to live financially fearless. Visit StrongHERmoney.com to learn more.

Our Partnerships

WFA partners with the top financial services firms to give clients and their advisor control over their money. Beyond just traditional asset custody, our partners offer best-in-class banking services including collateralized loans, competitive money market rates and mortgages.

  • TD Ameritrade
  • Fidelity Investments
  • Charles Swab
  • Private Client Services
  • BNY Mellon | Pershing
  • RFG Advisory

FETCH Client Portal

An Experience Like No Other

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