Client Portals

your financial speakers bureau

Our strategists eat, sleep, and breathe wealth strategy, and as such, are at the forefront of shaping the future of planning and investing.

Invite our speakers to enrich the minds of your audience with their insights on the ever-changing economic, tax, and financial landscapes.

Our speakers excel at simplifying the complexities of the markets and passionately advocating the benefits of strategic planning for both families and business owners. We genuinely relish every opportunity to engage with the public and assist others in becoming active participants in the world of investing.

We have a team of engaging and enlightening wealth strategists ready to speak to your audience.

David S. Waddell
CEO, Chief Investment Strategist

As the firm’s Chief Investment Strategist, David chairs the W&A investment committee and, pulling from his 20 years of experience to design portfolio strategies for clients utilizing public market securities worldwide.

Perry F. Green
CPA/PFS, CFP®, CFA®, Chief Financial Officer, Senior Wealth Strategist
Through the years, Perry has worked extensively with owners of closely held businesses as well as executives of large corporations, assisting them with planning.

start the conversation.

Interested in booking a speaker? Submit your details below and someone will be in touch within two business days.

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