Wigand Integrated Wealth launches tax and advisory services in Colorado Springs
- Wigand Integrated Wealth launched Wigand Integrated Tax and Advisory (WITA) on September 10, 2024, in Colorado Springs.
- WITA will offer tax strategy, preparation, accounting, and advisory services, led by CEO Sam Wigand and COO Kendall Chavez.
- The initiative aims to provide integrated tax management solutions, enhancing financial outcomes for clients and their families.
On September 10, 2024, Wigand Integrated Wealth (WIW) announced the establishment of Wigand Integrated Tax and Advisory (WITA) in Colorado Springs. This new venture aims to provide comprehensive tax strategy, preparation, accounting, and advisory services tailored for business owners and affluent individuals and families. The initiative is part of WIW's broader vision to enhance client financial management through integrated tax solutions. Sam Wigand, CPA, CFP®, CEPA, will lead WITA as CEO, supported by COO Kendall Chavez, CPA, CTC®, CCA®. Chavez's extensive experience as a CPA and her previous success in founding a tax strategy firm align with WIW's commitment to delivering exceptional service. The leadership team emphasizes collaboration with existing tax advisors to ensure optimal outcomes for clients. The launch of WITA reflects WIW's dedication to innovative wealth management strategies, integrating tax management with overall financial planning. This approach is designed to meet the needs of clients seeking advanced, proactive tax strategies, while also maintaining productive relationships with their current advisors. Reinhold Wigand, CEO of WIW, highlighted the importance of a complete tax management plan that aligns with clients' financial goals. The establishment of WITA marks a significant step in providing clients with tailored solutions that address both personal and business financial needs, ultimately aiming to achieve the best financial outcomes for families and businesses alike.