Woita & Associates, L.L.C.

  • RIA Only
  • Hybrid

Woita & Associates, L.L.C.

903 South Hillcrest Pkwy
Altoona, WI 54720
Phone: 715-598-7011
Fax: 715-598-7016
Website: https://www.woitaplanning.com/

Total Office Members: 10
Total Advisors: 5


Description:
We are a comprehensive financial planning firm that focuses on a team approach when working with clients in their investment, insurance, estate planning, and tax needs.


We are most interested in:
  1. Joining our Practice (1099, W2, Both)
  2. Expanding their offering
  3. Succession Planning

An advisor with the following background:
We are interested in having an advisor join our existing practice in Eau Claire, WI. We also welcome the opportunity to expand into Florida, and would be able to provide succession planning for an already existing practice.

  • An advisor located within 5 to 75 miles from our office location.
  • An advisor with $15M to $75M assets under management.
  • We are open to expansion into the following regions:
    Eau Claire, WI
    Altoona, WI
    Tampa, FL
We focus on
  • Ultra-High-Net-Worth
  • High-Net-Worth
  • Financial Planning
  • Investment Management
  • Tax Management
  • Income Planning
  • Retirement (401k)
  • Business Services
  • Consultation Services
  • Insurance
We offer
  • Office Space
  • Remote Work Setup
  • W2
  • 1099
  • In-House Portfolios
  • Marketing
  • Administrative Support
  • Coaching
Technology Stack
  • CRM: Redtail
  • Financial Planning: eMoney, Wealth Vision
  • Trading Platform: Enhanced Trading
  • Performance Reporting: LPL Performance Reporting
  • Client Portal: Accountview
  • 401(k) Software: fi360
  • Advisor Compensation: AdvisorBOB
Firm Custodians
  • Charles Schwab
  • Fidelity
  • LPL Financial

If interested in joining this practice, or looking to learn more, please click the button below!

Contact Us