Woita & Associates - Meeting Your Needs

Woita & Associates is an independent financial planning firm. In other words, our financial planners have the flexibility to help our clients by providing services in a way that suits your needs. Clients can choose how to pay for financial planning consulting services from either a one time or ongoing Fee Based arrangement.

Woita & Associates provide financial consulting on a client's total financial situation. This might include suggestions for other assets such as real estate or business investments outside of the markets. This works well for clients who appreciate the transparency and unbiased opportunities for total financial portfolio consulting.

Traditionally, Investment managers charge an ongoing fee in which the advisor earns a percentage of the portfolio’s value to manage the assets. This manner of charging for services is an option for clients with Woita & Associates.

Woita & Associates can work with you to determine which option is best for you. Give us a call today or fill out our contact form to get started!

How is Woita & Associates compensated?

Woita & Associates is compensated for consulting services by recurring transparent client fees.

Inspirational Quote

An investment in knowledge pays the best interest.

- Benjamin Franklin