WGW Financial – You earned it. We'll help protect it.

You Deserve More

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

Gordon Vivace
Founder

Taxes

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

Individual

Whether you’re a salaried employee, retiree, working a part time side hustle, or managing your sole proprietorship or LLC as a career, the enormous US tax code gets more complex every year. We keep up to make sure you keep what you’re entitled to. We work with everyone from small family farmers and Uber drivers to high volume traders and Fortune 100 management.

Business

We’ve consulted with everything from part-time online retailers to multinational startups and nonprofits here in the US and in 34 other countries on US formation, accounting procedures, 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.

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

Karin Young

Solopreneur

"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 internationally, and thankfully with a much simpler, tax saving structure."

Druanne Galaghan

International Property Developer

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."

Jay Leask

Solutions Architect

"Amazing to work with. Very knowledgeable and really makes sure I understand everything I need to understand to get every available dollar from my investments, as well as offering advice and direction. Very friendly and great customer service too."

Cole Stashley

Real Estate Investor

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 with one the most comprehensive and competitively priced fixed estate plan packages anywhere.

Get Started

Enter your wishes in our self-start form. We're here if you hit a snag or something's not right.

Give Us A Bit

Real people craft your documents, not computers. We'll send your results quickly by email.

Finalize

Sign with your witnesses. We'll even let you know if your state allows use of a virtual notary.

Your will-based estate plan includes a Last Will & Testament complete with guardianship and trust provisions, a Medical Directive (Living Will) complete with specific organ donation instructions to adjunct your state standing, and a Power Of Attorney complete with 15 areas of privilege and authority with customizable restrictions so you’re in control. Available for singles and couples.

"We were blown away by the detail. Going through the online interview made things seem so simple that I actually was a little concerned, then we got pages and pages of customized details that addressed every concern we had about who goes first or what happens if we both go in an accident at the same time. I can't recommend this enough."

Nick & Julie Patterson

Home Service Providers

"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

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 for your unique situation and make sure value really means value.

"WGW's detailed valuations and report on the financial impact of our claim plus an hour of video testimony at trial created the first light I'd seen in our long legal battle. They truly gave us the turning point in our case."

Curtis Lindstrom

Transportation Co

"My divorce dragged on with continuing claims there was nothing of value to split. Then my lawyer referred me here. 28 pages of property and business valuations with opinions on division finally changed everything."

Lisa Chen

Administrator

You Earned It