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Professionals

Busy professionals like architects, consultants, and physicians often face similar stresses and hurdles as attorneys: time, family, taxes, business demands, health, life balance, fulfillment, stress. Having personally faced these challenges as an attorney, Kurt built WWM to be a responsive, efficient communicator so that busy clients can quickly digest financial summaries and decide what needs to be done.

That said, Kurt appreciates teaching and takes whatever time a client wants to spend learning the intricacies of any financial topic. The more clients know, the more comfortable and confident they will be making those financial decisions that change their lives for the better

Need more details? Contact us

We are here to assist. Ask us how.

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