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W Advisors LLCWealth Advisory Services
W Advisors LLCWealth Advisory Services
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W Advisors LLC
Wealth Advisory Services

2289 West Street Germantown, TN 38138

Phone:

  • (901) 410-8040

Fax:

  • (800) 396-9073
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Contact Us

Please feel free to contact us with any questions.

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Videos

We have interesting videos for you to watch on my site.

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Calculators

You can review interesting calculators on my site.

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Newsletters

  • Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

    The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.

  • HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers

    This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.

  • HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?

    This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.

  • Double Up with a Spousal IRA

    Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.

More Newsletters »

Calculators

  • Working While Collecting Social Security Benefits

    What will my net Social Security benefit be?

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators »

W Advisors LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where W Advisors LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by W Advisors LLC unless a client service agreement is in place. Click here to see W Advisors Form CRS.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck