Our clients all thought they
had no need for our service initially
Now see what they are saying
“You helped us identify over one
million dollars of potential savings. Neither our accountant
nor the financial planner could have provided us with
the quality of your work—revealing in writing
the facts as you have.
The analysis you performed and the professionalism by
which it was presented made a significant difference.
We know of no comparable service.”
John H. Thaler, Attorney at Law
“Your firm’s services are
invaluable. The peace of mind I received from WMi’s
amazingly thorough and unbiased approach is unlike anything
I have experienced in my more than twenty-five years
Complex insurance and investment matters
were explained in a simple and balanced manner. I now
actually understand my policies and was able, with your
help, to put together more sensible protection. The
issues raised with my insurance plans and investment
strategies alone were extremely worthwhile.
While I was reluctant to incur the expense
at first, I now recommend WMi to my friends, family
and clients because you professionally and diligently
deliver on your promises. I don’t know of any
company that provides the services that you do, and
I am honored to be a WMi client."
Barry A. Peters, CPA
"I want to thank you again for the
excellent service I received from WMi. In 2 words, absolutely
brilliant! I know of no other service that gives
this much bang for my buck. I’m like every successful
person busy focusing on building my business and relying
on my various insurance agents and other professionals
to protect my money. I delegate, and I even get reports.
But…it’s a very false sense of security.
You uncovered and resolved several problems
I had no idea I had. The value I received far exceeded
my expectations. WMi saved me tens of thousands immediately—and,
undoubtedly, ultimately millions. WMi helped me better
position my affairs to protect against loss and explained
everything in plain English.
I highly recommend your services as a
“must have” for anyone with substantial
success who wants to keep it and know what they really
have. And if one of my other advisers tries to convince
me that I don’t need a wealth audit, I must ask
why they’re concerned that I’m having their
work objectively reviewed and enhanced.
Everyone should know about your services."
Art Lewin, President, Art Lewin Custom