Wealth Management LLC partners with advisors by providing a unique service to them. We specialize in back office and fiduciary services to financial advisors across the county. Advisors partner with us because we wholeheartedly believe that doing what’s right and what’s best for the client are one and the same.
Wealth Management LLC will act in your advisor’s place during an unplanned absence so you can rest comfortably knowing that your account is well taken care of by us. At Wealth Management LLC, we consider ourselves an extension of your advisor’s staff, allowing them to spend more of their time on what is truly important, helping you reach your financial goals.
Instilling a thankful frame of mind among your staff makes for a gratifying work place. Consider a few suggestions for developing an atmosphere of thankfulness to get into the spirit of the holiday season.
Black Friday and Cyber Monday need no introduction, but for small business owners it’s all about Small Business Saturday—an annual holiday shopping tradition that gets communities out in support of their local small businesses. Small Business Saturday falls on November 24 this year, so if you haven’t already…start getting the word out.
The Protecting Americans from Tax Hikes (PATH) Act of 2015 requires Forms 1099-MISC reporting non-employee compensation (NEC) in box 7 to be filed by January 31.