Helping people create, manage, and preserve wealth.

College Funding

There are two types of tax-advantaged college savings plans designed to help parents finance education: 529 Plans and Education Savings Accounts (also known as ESAs or Coverdell accounts).

Both types of accounts offer tax-deferred growth. As long as the proceeds are used to finance qualified education expenses (like tuition, books, supplies, computers, and room and board), the money—including any gains and investment income—can be withdrawn tax-free. And unlike custodial accounts, both plans are considered to be your assets, not your child’s, which means their impact on financial aid is significantly reduced.

But there are some important differences in terms of eligibility and the amounts you can contribute, WMG Advisors can help you determine the best way to save for your family’s future education costs.

You want to help your kids pay for school, but you also need to keep your financial future intact at the same time. The key is to continue contributing to your retirement savings plan while using tax-advantaged college savings options.

What sets WMG apart?

WMG requires our advisors to operate as “fiduciaries” for our clients.

What is a fiduciary? A fiduciary is an advisor who must act in your best interest.

WMG advisors must do their best to ensure their advice is informed by complete information, which means looking into all potential options for a client. Advisors are also required to avoid and disclose any conflicts of interest, and always aim to execute trade orders at the lowest price and with the most efficiency.

If you’re looking for a financial professional that will always put your interests first, you’re in the right place.

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Retirement Planning

Our team will work with you to determine the best plan or strategy to pursue your retirement goals.

Financial Planning

Gain confidence by knowing you’re prepared for your financial future.

Tax Planning

Our team will work with you to develop a comprehensive tax minimization plan.