Waddell & Associates

About Waddell & Associates

Your strategic partner for wealth, life, and the generations to come. Waddell & Associates was born from a simple recognition: the wealth services industry had a systemic flaw. Traditional firms focused heavily on products and transactions—an approach that's inherently at odds with helping clients reach their full financial potential. We founded W&A as a practice committed to long-term relationships and wealth management that goes far beyond traditional financial planning. This is what we call Wealth Strategy. THE CHANGE WE CREATE When clients come to us, their wealth has often created such complexity that—despite their own capabilities—it's become overwhelming to manage strategically. They know there are better tax, estate, and investment strategies out there, but they need a partner who can implement their unique vision. After working with their W&A “Chief Strategy Officer,” clients tend to experience a new level of clarity and control over their wealth, and freedom from the burden of complexity. We handle the intricacies, so they don't have to. With our help, they become the visionary CEO of their balance sheet, stay out of the weeds, and are freer to enjoy the lifestyle they’ve built. WHO WE WORK WITH Our clients are often stewarding generational wealth or have amassed wealth through entrepreneurship or executive careers. Their wealth has created both financial and emotional complexity they want to navigate with an expert. We work best with curious clients who want to understand their choices and make informed decisions. We serve as thought partners, providing strategic guidance on every aspect of their financial lives—both personal and business.

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