Financial Services

– in Sandpoint, Idaho –

We guide our clients through a full range of financial planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and keep you on track to your financial goals. Our expertise, experience, analysis, and thorough research allow you to optimize financial opportunities.  We have a structured process whereby we contact our clients periodically to ensure they are on track with a tax efficient plan.

Williams & ParsonsLLC is an independent, fee-only Registered Investment Advisor (RIA) firm focusing on true wealth management. Long-term relationships are our foundation. We want to know about your family, your background, your goals and dreams. Our clients sleep well at night knowing they have a trusted advisor watching over the entirety of their financial lives. This is the essence of true wealth management.

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About WPFS

At Williams & Parsons, we are focused on building relationships that endure. Wealth management is more than just picking investments. It’s about you. Your values, your goals, your dreams. That is why we have developed an approach we call “True Wealth Mangement,” where we provide advice that is more comprehensive than any advisory relationship you may have experienced before. We believe strongly that we must develop a deep understanding of each client’s financial picture in order to provide the most thoughtful long-term solutions to achieve their goals and dreams.

Multistate Income Tax Preparation

Our people have experience with the state and local tax systems throughout the US. We are specialists in meeting the needs of individuals and businesses who file in multiple states.

Wealth Management

As an independent fee-only advisory firm, WPS always does what is in our clients best interest. We do not participate in either commission or transactional compensation. We offer advice on more than just investments. At WPS, we are passionate about providing true wealth management, leaving no aspect of clients’ financial lives to chance. At WPS, we believe that “True Wealth Management” should be a continuous, proactive, and dynamic process that should involve regular discussions with you and your family.

Your Wealth Strategies

We believe the best wealth strategies are well planned out, taking all facets of your financial life into consideration. As our relationship develops, our focus remains on you and resolving complex issues within the following four life planning components: Enhancing Wealth, Protecting Wealth, Transferring Wealth, and Donating Wealth. Each component is well thought out and addressed when, and if, it plays an integral role in your life. We help you identify and address the needs and issues as they arise. These are the key components of our regular and ongoing meetings.

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