Since WAM was formed in 1997, we have tried to cultivate relationships with a variety of experts in the financial services arena in order to make them available to our clients. In this way we are able to offer a broad palette of financial planning advice on a wide variety of subjects. These advisors include individuals that we’ve worked with in the past, or have come highly recommended from people we trust and respect.

The list of WAMs Trusted Advisors will include Lawyers, Accountants, Estate Planners, Retirement Specialists, Mortgage Brokers, Insurance Agents and Financial Planners. For your reference, we will be including links to these advisors, along with some of their contact information. If you contact one of these people, please mention that we referred them to you.

We encourage you to provide us with the names of other Trusted Advisors that you have worked with who you feel might merit inclusion in this group. Just give us a call or send Greg an email so that we may contact your advisor and see if they are interested in affiliating with us.

Accountants

Allan Ratafia
Ratafia & Co, CPA's
212-889-0781
www.ratafia.com

Miscellaneous

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