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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.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks
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Newsletters

  • HOT TOPIC: What’s Happening in the World of Higher Education?

    This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.

  • Leave a Lasting Gift with an Ethical Will

    An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.

  • IRA Strategies: After-Tax Money and the Pro-Rata Rule

    The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.

  • Time for a Spring Cleanup: Organizing Your Financial Records

    Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.

More Newsletters »

Calculators

  • Cash Flow Analysis

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

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

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