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Quarterly Review & Market Outlook – 4th Quarter 2025
January 22, 2026
Waverly Secure – 2025 FBI Holiday Scam Alert
December 15, 2025
Inheritance and Tax Planning: The Changing Landscape of Qualified Opportunity Zones
December 8, 2025
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Quarterly Review & Market Outlook – 4th Quarter 2025
Written by Clay McDaniel, CFA® on January 22, 2026
Waverly Secure – 2025 FBI Holiday Scam Alert
Written on December 15, 2025
Inheritance and Tax Planning: The Changing Landscape of Qualified Opportunity Zones
Written by Steven M. Gronceski CFP®, AIF®, Partner, Wealth Advisor on December 8, 2025
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Waverly Advisors Acquires Forefront Wealth Management
December 9, 2025
Waverly Advisors Acquires Select Promus Business Lines
December 2, 2025
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Karen Williams, CPA

D: 219-278-7526

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Merrillville, IN
101 E. 90th Drive, Suite A
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Karen Williams, CPA

Karen Williams joined Waverly Advisors in October 2025 after StrategIQ Tax and Business was acquired by Waverly Advisors, LLC.

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