We are proud to announce Waverly's fourth acquisition of 2022. Sandifer Wealth Management joins Wall Advisors as the latest additions to the Waverly Advisors team.
Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on assets in excess of $5.1 Billion and is an Independent Registered Investment Advisor (RIA). Waverly Advisors offers clients collaborative investment, tax, estate and financial planning services, through a team holding many of the industry’s most prestigious credentials**.
Blending investment management, tax, estate, retirement, education, risk management and financial planning services.
Offering comprehensive financial planning and investment management services for women.
Managing high performing families' investment portfolio, estate planning, real estate, staff and other provisions.
Providing academic institutions, religious foundations and community grant makers a trusted advisor to ensure their ongoing strength.
Have questions or want to learn more? Get in touch with us!