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FINANCIAL PLANNING
THAT IS LIFE PLANNING

To simplify your life, we need to learn a lot about you—about your finances, of course, but also what you want to both achieve and avoid for yourself and your heirs. After all, your wealth is not the sum of your assets. It is not a balance sheet, nor your tax filings. It is a means of making clear what is important to you; of passing on a vision of the world to your family, heirs and others; of affecting the change you want. That is why each Waldron private wealth report you receive begins with the Family Vision created by you and your team. The Family Vision provides the lens through which to judge all the supporting materials that follow.

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Boutique by choice

From day one, Waldron was designed as a boutique firm with a unique array of wealth management services for individuals, families and family offices. Boutique because our clientele requires a high degree of focused attention; multiple services because their financial well-being is much more than a matter of investments alone. To that end, we maintain a low client-to-staff ratio—not higher than 5 to 1. We place a premium on having a strong advisor/client relationship right from the start. Experience has shown us that the creation of that relationship cannot be given short shrift on either end. Our client onboarding process is robust, and requires a significant investment of our time. The more we know about your goals, desires and preferences, the more we are able to provide advice that goes far beyond simply managing investments. Know that as independent advisors, our investment recommendations will always be conflict-free and held to the highest fiduciary standard. But what makes these recommendations truly customized is the work we put into aligning them with your unique objectives.

Your vision made concrete

There is no customization without specificity. See how, together, we establish a succinct family vision that guides all of our actions on your behalf.

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Expertise for every scenario

Business Sale
Strategies
John Waldron

John J. Waldron, CEO and Founder, highlights pre- and post-sale approaches to maximizing the selling of a business.

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Preparing Your Kids
for Wealth
Matthew Helfrich,

Matthew Helfrich, CFP®, President, relates how Waldron helps heirs grow into responsible stewards of their family’s wealth and legacy.

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Compensation
Advice

Robert H. Wyche, Managing Director, shows how we help highly compensated corporate executives and other professionals to make the most of compensation packages.

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Supporting Your
Family Office

Michael Krol, CFP®, CPA, CFO & Chief Service Officer, tells how Waldron efficiently helps family offices provide expanded services for their clients.

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Considering the
Effect of Taxes

Robert H. Wyche, Managing Director, relates the story of a coordinated carryforward strategy.

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Your Philanthropic
Legacy
Chris J. Roe

Chris J. Roe, CPA, Managing Director, relates how charitable intentions can be better coordinated.

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Goal-based
Investing
Benjamin Greenfeld

Benjamin Greenfeld, CFP®, Chief Investment Officer, illustrates the wisdom of an investment model based on needs and objectives.

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Complete Financial
Planning
Kevin Searfoss

Kevin Searfoss, CFP®, CDFA™, Wealth Counselor, puts all the pieces together to show the strength of integrated services.

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#25

Forbes list of
America's Top
Advisors