risk assurance
insurance assessment
asset protection
private banking
international taxation
Estate Planning
charitable givings
Sample Cllient Reports
Success Stories
Forms and Documents


- The Quick Overview: From Our President, Steven E. M. Roth -

- The Big Picture: What We Do -

- Forbes Article (Feb 2007) WMi named as source for getting out of trust tax trap -

- Forbes Article (Jan 2008) -WMi helps a client out of unsuitable Equity Indexed Annuities -

- Investor's Business Daily (March 20, 2008) WMi quoted on Annuity Fraud -

- Comprehensive Estate Audit: Services and Process Overview -


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