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Contryman Wealth Advisors
       
 
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Contryman Wealth Advisors
 
 
Mission statement: 

Providing Solutions for Your Success
Overview: 

Contryman Wealth Advisors, a financial planning and investment services organization, was formed in response to our clients’ requests to provide comprehensive wealth care services to better meet their financial needs. We offer an opportunity for our clients to receive investment advice that is tied to their broader goals-based planning while eliminating a possible disconnect between plan objectives and the implementation process.

Many of our investment adviser representatives and registered representatives are also Certified Public Accountants with Contryman Associates, P.C., or other CPA firms, which gives them both business and financial awareness. This combination of knowledge allows us to look at the “big picture” for each client. Our clients can receive a broad level of expertise from highly trained professionals without being charged for both the development of the comprehensive financial plan and again for implementation.

SERVICES
Provided by Contryman Wealth Advisors

Financial Planning

   Asset Protection
   Business Planning
   CPA Connect Sponsor Firm
   Debt Management
   Education Planning
   Estate Planning
   Income Protection
   Insurance
   Investment Planning
   Retirement Planning
   Financial Planning for Special Situations
   Tax Planning – Family and Education Related Opportunities
   Tax Planning – Investment Planning Strategies
   Tax Planning – Retirement Planning Strategies
Vision:  Identifying and Meeting Client Needs


 
 
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