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212-470-4283

will@wmdoctors.com

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Willert Morris Financial Management

Willert Morris Financial Management

Financial Advisor in Palm Springs, CA

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Plan Sponsors

As a business owner, you want to acquire and retain highly talented individuals, increase employee satisfaction and morale, and optimize your tax benefits. Offering a retirement plan helps you make those goals a reality. But that doesn’t mean it’s easy. We understand how important it is to maximize plan benefits while staying tax efficient and following regulatory and fiduciary guidelines. 

That’s why we strive to serve as a seamless extension of your office, providing the support necessary to allow you to focus on growing and advancing your business. Our process, 401KMaestro®, provides retirement plan advice and services to corporate plan sponsors. We offer fiduciary advisory services, helping you operate and manage your retirement plan, saving you time and money and reducing liability. If you haven’t done a fiduciary risk review in the past three years, we’d love to provide you with complimentary benchmarking to ensure your plan is compliant and on track to deliver.


Free Resources


Fees and Fiduciaries. Learn what plan sponsors need to know about this topic.

Register for the Webinar

Do your team members have the resources they need for their financial wellness?

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Learn about selecting investment options as a fiduciary.

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Contact

Willert Morris Wealth Management, LLC.
244 Madison Ave, Ste 242
New York, NY 10016
212-470-4283

Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. WM Wealth Management, LLC and LifePro Asset Management, LLC are unaffiliated entities. For registration information on our firm, please go to https://adviserinfo.sec.gov/ and search for LifePro Asset Management, LLC or by our CRD # 285252. Advisory services are only offered to clients or prospective clients where LifePro Asset Management, LLC and its representatives are properly licensed or exempted.


Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are NOT FDIC insured.


No information provided on this site is intended as a solicitation to buy or sell any security. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or equal any historical performance level(s).


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