Collaborating with

When trusted advisors collaborate, clients receive the best advice, with the least conflict of interest.  By using Protegé WP as your team’s financial planner, you save time, mitigate liability and improve the technology your clients use to achieve their financial goals & objectives.

Tap or hover mouse over each item below to learn more.

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    Attorneys

    We analyze estate & trust strategies, and facilitate fair divorce settlements.

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    Financial Advisors

    FAs implement our wealth management recommendations

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    Business Managers

    We show clients the long-term impact of their financial decisions

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    CPAs

    Throughout the year, we help clients be proactive about tax-savings.

Family Law & Estate Planning Attorneys

Financial Planning advice built on trust & knowledge.

 

We partner with attorneys to provide financial planning advice backed by competence and high-ethical standards. At Protegè WP, we demonstrate knowledge on trusts, estate planning and divorce with professional designations, like Chartered Financial Consultant and Certified Divorce Financial Analyst. We also adhere to the CFP Board Code of Ethics with principles of confidentiality, integrity and objectivity.

Often we work with estate attorneys to illustrate the projected impact of estate strategy. We help trustees build plans that provide for beneficiaries, while preserving trust assets. With divorce, we inventory a client’s finances and analyze whether financial goals can be met by proposed settlements.

Our comprehensive analysis narrows over 175 strategies down to a customized action plan, that we help implement throughout the year. For more information, please schedule a call with us.

Financial Advisors

Our wealth management partners

 

Clients today ask financial advisors whether they offer planning services and online tools to help manage the financial plan. Yet advisors are limited by their firm’s either outdated technology or lack of qualified wealth planning specialists.

We are an advice and technology partner to financial advisors – a support line on tax, retirement, estate and insurance matters. We can also provide portfolio recommendations to advisors before presenting them to the client. Our portfolio analysis software measures sensitivity to over 130 economic indicators and analyzes risk for a broad range of investments, including: options, SMAs, structured notes, hedge funds and private equity.

At Protegè WP, we do not manage assets or sell products, like insurance and mortgages. Financial advisors find the best products to implement our recommendations. Please schedule a call with us to learn more.

Business Managers

Creative financial plans for unpredictable clients

 

Clients worry about outliving their money – often placing the responsibility of wealth growth & preservation, and risk management on the business manager. As credentialed specialists in tax planning, budgeting, insurance planning and investment consulting, we look out for clients’ best interest in these areas.

At Protegè WP, we can build the type of creative, customized financial plans your clients need. For example, we may fund the financial plan with collectible investments, like art & antiques. Entertainment-industry clients with uneven earnings like how we factor in the risk of their future earnings, based on the volatility of their past earnings. We can accommodate many situations – the sky’s the limit.

To discuss more about how we can assist you and your clients, please schedule a call with us below.

Certified Public Accountants

Your partner for proactive tax planning

 

CPAs are a client’s most trusted advisor on all tax matters, but sometimes clients make bad tax decisions before consulting their CPA. We collaborate with CPAs to keep clients informed of tax consequences throughout the year, minimizing surprises during tax-filing season.

With the enrolled agent credential, we demonstrate specialized knowledge on individual, business and trust & estate taxation (we do not provide tax filing services or representation before the IRS). Often times, planners will oversimplify a client’s tax situation in plan projections, leading to unreliable results. Upon request, a client’s CPA can review our tax projections & recommendations, before we present them to the client.

We also provide clients with an online planning portal that: aggregates accounts, stores sensitive documents and tracks progress towards goals – we streamline tax filing by helping clients stay organized. Please schedule a call with us to learn more.

We keep trusted advisors in the loop

If they choose, we let trusted advisors take the lead in client relationships.  We encourage our client’s attorneys, financial advisors, CPAs and business managers to join us at meetings to build the initial plan, and in follow-up meetings to implement plan recommendations. We also offer many ways for advisors to reach us and to engage in the planning process.

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Phone

We’re available to answer questions about financial planning and all web conferences can be accessed by phone.

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Email

With client consent, we CC trusted advisors on all our emails to the client concerning the financial plan.

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Webconference

All client meetings take place by webconference accessible by: smart phone, computer, tablet or phone number.

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Planning Portal

We can make trusted advisors authorized users of their clients’ online planning portals, with client consent.

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Chat

Reach us quickly through our website–send us a live chat during business hours or submit a message below.

For more information on how we collaborate with trusted advisors, please send us a message below.  We will respond within 1 business day.  For a call back, please leave a phone number and the best time to reach you.