WGW Financial – You earned it. I'll protect it.

You Earned It

We'll protect it.

You Deserve More

You earned the life you’ve built. We’re here to protect it with services that let you keep more of what you’ve earned and have more control over what happens to it. Based in Tampa, Florida, we’ll put over 30 years of experience to work for you nationwide.

Gordon Vivace
WGW Founder

Taxes

Whoever you are, however you earn, we form relationships. It takes more than plugging numbers into software once a year to plan your best tax savings. We’re here for you all year to consult on all your tax considerations federally and in every state.

Self-Employed

Whether you’re working a part time side hustle or running your sole proprietorship, LLC, or corporation as a career, we’ll help guide you to your best financial advantage regardless of size.

Investors

Real estate, stocks, options, insurance, annuities, and more, for both long term security and income now, your capital gains and recaptures are handled with the expertise they need.

Foreign

The IRS has never been stricter about money moving internationally. We’ll address every rule to keep your international transactions, ownership, or investments in compliance and safe.

Lifestyle

From solar credits to living on retirement income to how to benefit from that vacation property or new RV, we’ll make sure every aspect of your life is considered in your tax planning and filings.

"Personal attention made all the difference. I only wish I had found WGW years ago, as I discovered I've been overpaying my taxes by literally thousands. I don't make a financial decision without checking in first now."
Karin Young
Entrepreneur

Investments

Deciding when to buy or sell, choosing instruments that meet your needs, evaluating real estate transactions for rental potential and long term gains, or navigating the complicated world of stock and options trading, we’re here to help you keep your investments safe. We never broker your transactions or get a commission, so we have no reason to be anything but completely objective about your goals.

"WGW not only found us incredible savings on our taxes, but gave us a thorough walk-through of our investments and overall financial planning to make and save as much as possible year after year. We rely on them for advice all year round."
John Leask
Sales Consultant

Estates

Nothing complicates a crisis like being made powerless in the middle of it. That’s exactly what probate and health care regulations can do to you or your family if your intentions are unclear at a critical moment. We deliver personally crafted, affordable ways to protect what’s yours, perhaps when it’s never been more important.

Wills & Trusts

Provide your basic information and we’ll review your wishes, contact you with any questions, and deliver your will as a printable PDF. Your will can be as simple as passing all your assets to one person, or as complex as adding guardianships and trusts, pet care provisions, and specific gifts for multiple beneficiaries.

Medical Directives

While it’s the last thing we want you to need, your most important asset is you. You should have just as much control over what happens to you as your physical assets. Otherwise known as a Living Will, MDs let you decide how you’re cared for if you’re incapacitated, or appoints someone else to make those decisions.

POAs

An “ordinary” Power Of Attorney (as opposed to durable) is void if you’re found unable to make your own decisions. The goal is to make life easier, but always leave you in control. You may want to give authority over your banking and bills while you’re away, or have someone handle a business interest, as examples. 

Planning

Sometimes these documents are all you need. Sometimes your estate is complex enough to consider the tax consequences of inheritance or structuring your assets for generations to come. This is where our combination of tax, investment, and trust experience can blend to give your estate planning a real edge.

"You live your life, then one day you wake up with all this stuff and realize you're not ready for anything to go wrong. The peace of mind having everything in order now makes me wonder how I slept at night. They couldn't make it easier."
Marc Lineago
App Developer

Business Guidance

We’ve consulted with everything from part-time online retailers to multinational startups and nonprofits from 32 countries on US formation, accounting procedures, payroll planning, logistics, and the US tax implications of all those decisions. It’s your business. We’ll make decisions together that let you get the best balance from it, both financially and personally.

"After a number of consultations with very expensive lawyers and accountants in both Canada and the US left us confused, WGW was able to make everything perfectly clear. I now understand exactly what we need to do to set up our business internationally and thankfully with a much simpler and less expensive structure."
Druanne Galaghan
Property Developer

Analysis

Our residential and commercial property valuations, business valuations, forensic analysis, and opinions have been used in negotiations, arbitrations, and trials across the country. Nothing is ever a canned report from software. We use our expertise and your local economic indicators to create custom determinations specific to your unique situation.

"Our property valuations, a detailed report on the financial impact of our claim, and an hour of video testimony at trial created the first light I'd seen in our long legal battle. WGW truly gave us a turning point in our case."
Curtis Blackenridge
Trucking Co Owner

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