Message from the President
“In my 30-plus years at the forefront of the financial services industry, I have seen our ever-changing industry explode and in the process, recreate itself. Gone are the days when a high-net-worth individual could sit back and relax, knowing that his or her assets were protected and prospering. The last decade has proven the need for a coordinated, well-diversified and balanced approach. Clients benefit most when a strategy is in place enabling a team of accountants, financial planners and legal advisors to work together. As the industry has evolved, we have seen a need for overall synchronization that can provide high-net-worth individuals with the complete integration of financial services through a single objective access point with one common theme: creating, protecting and preserving wealth.
Our holistic approach to wealth management is the foundation of our success for the company and our clients. Unique to Wealth Advisors, our Alliance Service team is made up of experts in fields including: real estate, tax accounting, estate planning, legal services and bookkeeping - all working to address your integrated financial needs. Experienced and knowledgeable advisors, unparalleled attention, excellent service and integrated online technology allow us to be your single source. Welcome to Wealth Advisors.”
~ Paul Drolson, President