Client Profile

Our clients include businesses, not-for-profit organizations, government agencies, individuals and estates and trusts. With every client we seek to become their financial resource and business consultant by helping them evaluate opportunities, implement strategies and plan for their future. We recognize each client is unique. Our extensive experience, in-depth knowledge and tailored approach ensure you receive comprehensive support to help navigate even the most difficult challenges.


Relationship Focus

If we do not recognize what is important to you, how can we direct our efforts into areas that are most vital to your success? We invest the time to understand your goals and concerns. Our team brings a fresh infusion of new ideas and we are always looking out for the best interests of our clients. We become a major part of their team and our relationship focus is evident when you become one of our clients.

Core Client Benefits

We provide accurate information, proactive tax planning advice and clearly communicate results and next steps. The real value, the part that makes a difference, comes from the interaction and ongoing working relationship we develop. We understand what keeps our clients up at night and our team works with you to help make progress toward your goals. Our firm helps clients navigate through their entire business cycle.

Diversity & Size

Our clients range from individuals and entrepreneurs to larger organizations. We can help every organization. The WRDR team has a unique understanding of privately held businesses, government operations, as well as non-profit organizations. We understand their nuances and can help these groups address detailed issues. No matter what industry you are in, contact us to see how we can assist you.

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