Strategic Alliances

  • Strategic Alliances for Tax & Estate Planning
  • In our efforts to provide a truly comprehensive wealth management solution for our clients, we have developed strategic alliances with accountants, CPAs and estate attorneys in the DC area to handle the tax and estate planning needs of our clients. If you need help filing your income tax return or creating a will or a trust please let us know and we will refer you to one of our strategic partners who has significant industry experience.
  • If you would like to refer your accountant or estate attorney to us so they can be included as one of our strategic partners please send their name and contact information to

You are under no obligation to use the services of (3rd party person/company name/or “any of the entities shown” ), and may choose any qualified professional to provide ( tax, CPA, legal, mortgage, etc. ) services ( or “any of the services described above” ). These entities and their services are not affiliated with LPL Financial or Wagner Resource Group.