Wealth & Financial Planning
Your CPA and your financial planner should be talking to each other.
For high-net-worth families and business owners, every investment decision is a tax decision. We integrate both under one roof.
The Integration Advantage
When your wealth manager doesn't know your business tax strategy, you leave money on the table. When your CPA doesn't understand your retirement timeline, planning happens in a vacuum. At WAFS, your wealth plan is built in the same room as your tax strategy, ensuring maximum efficiency.
Planning
Oversight
Coordination
Wealth Services
Personal Financial Planning
Comprehensive modeling to clarify your trajectory and required action steps.
Retirement Planning
Income sequencing, withdrawal strategies, and Roth conversion optimization during low-income years.
Estate Planning Coordination
Working alongside your attorneys to ensure your tax and investment structures align with your legacy goals.
Investment Oversight
Independent, tax-aware portfolio analysis and asset location strategies.
Insurance Review
Objective analysis of life, disability, and long-term care policies to identify gaps or over-coverage.
Family Wealth Transfer
Generational education, gifting strategies, and trust taxation advisory.
Practice Leader
Robert Kimura
CPA, CFP®
Robert's dual CPA and CFP® credentials allow him to serve as the integrating voice — seeing how a Roth conversion affects this year's tax bill and how estate documents align with investment strategy, all in a single conversation.
View Full Profile"Robert was the first advisor who showed me how a Roth conversion would interact with my business sale taxes."
— M. Callahan, Retired Healthcare Executive