Our Firm

WDFS is a community based, Fee-Only Fiduciary Financial Planning and Investment Advisory firm dedicated to helping “Main Street” individuals, families, professionals, and business owners and their employees, plan financially for their lifestyle goals and milestones. We take a comprehensive, holistic, and strategic approach to helping our clients plan, develop and manage their wealth while promoting the importance of building a financial legacy for next generation.  We realize that life can often be like a complexed and overwhelming puzzle. We partner with our clients (you) in “putting your financial puzzle together, one piece at a time”.  As fiduciaries, our planning, recommendations and supporting services are always in our client's best interest.

Please call us if you have any questions about our firm or the range of financial services we provide. Our firm teams with a network of professionals and financial service providers committed to providing the best solution to your financial puzzle.