ProActive Services.
Tangible and Tax-Efficient Results.
The Wacht Group
Our Mission
Protecting your assets matters more than beating averages.
At the Wacht Group, our select clients receive attentive service
with an eye on tax efficiency all year round.
Our Services
We work with a select number of clients so that we can help achieve their goals while allowing us to maintain the quality of service for each.
Retirement Planning
Estate Planning
Tax Planning
Financial Planning
Investment Management
Risk Planning
Legacy Planning
Who We Are
Your finances are complex and ever-evolving. We believe that our clients’ accounts should be structured in whichever way serves the client best. We understand your financial present and future in order to give you the quality of service you deserve. We ensure our clients understand each of our decisions before they are implemented. Not only attentive and responsive, we are also proactive in our service to our clients. That’s the Wacht Way.
KATHY LOGAN
Vice President, Compliance & Operations and Manager – Client Relations, The Wacht Group
