Waverly Advisors, LLC

As we welcome 2025, we want to extend our heartfelt gratitude for your continued trust and support. It's because of our amazing clients that we can serve our community year after year.   Please note that our offices will be closed on Wednesday, January 1st, in observance of the New Year holiday. We will resume regular business hours on Thursday, January 2nd. If you need anything during this time, please reach out and we'll get back to you as soon as possible.   Wishing you a Happy New Year! 🎉   View Important Disclosure Here. https://lnkd.in/eTqZN7Rb

Tax-Efficient Strategies for High-Income Earners: Preserve Wealth in a Complex Tax Landscape 💼💡 For high-income earners, maintaining wealth is about more than just earning power—it's about strategic planning to navigate the evolving tax landscape. With rising tax rates and shifting regulations, tax efficiency has become a cornerstone of financial planning for today's top earners. In this comprehensive guide, Sean Lacey, CFP®, CIMA®, CRPC™, Wealth Advisor at Waverly Advisors, LLC, explores some advanced strategies to help minimize tax liabilities and possibly protect wealth, such as: ✅ Maximize tax-advantaged retirement contributions. ✅ Leverage tools like Roth IRA conversions and charitable giving. ✅ Utilize cash balance plans and tax-efficient investment vehicles. ✅ Employ estate and gift tax strategies to transfer wealth effectively. Whether you are optimizing your tax planning or preparing for the future, these actionable insights may help you confidently navigate today's tax challenges while helping to protect your financial independence. Read the full article here: https://lnkd.in/gfpXneCN 👉 Have questions about tax strategies tailored to your goals? Contact Waverly Advisors, LLC, to explore how these strategies can help you secure your financial future. Please see the disclosure at the bottom of the article. #TaxPlanning #financialplanning #WealthManagement #HighIncomeEarner #ExecutiveCompensation #estateplanning

Retirement Reimagined: Adapting Your Wealth to New Goals 💼🌟 Retirement isn't about slowing down—it's about transitioning to a new financial phase with purpose and intention. For business owners, executives, and professionals, it's not just about sustaining your lifestyle; it's about aligning your wealth with your vision for the future. In this comprehensive guide, Pam Martin, CFP®, CKA®, Partner, and Wealth Advisor at Waverly Advisors, LLC, explores: ✅ Diversifying income streams to help create a balanced and fulfilling retirement. ✅ Adapting spending patterns to reflect lifestyle changes and family priorities. ✅ Implementing tax strategies to manage complex wealth and preserve assets. ✅ Preparing for inflation and longevity to safeguard your legacy. Whether your retirement plans include passion projects, family-focused goals, or leaving a legacy, this guide strives to provide actionable insights for the evolution of your wealth and your vision. Read the full article here: https://lnkd.in/gpcpHZTe 👉 Ready to plan for a confident transition into retirement? Connect with Waverly Advisors, LLC to explore strategies tailored to your unique goals. Please see the disclosure at the bottom of the article. #WealthManagement #CashFlowManagement #retirementplanning #financialplanning #investing #RetirementPlanning

Selling Your Business? Optimize Operations to Create Value 🏢💼 Selling a business is a monumental achievement, but success may hinge on preparation. Operational optimization is a crucial yet often overlooked step in preparing your business for sale. Buyers are drawn to companies that run smoothly, independently, and efficiently—with strong processes, robust relationships, and minimal reliance on the owner. In Part 2 of this insightful series, Tom Brown, Partner, Regional Director, and Wealth Advisor at Waverly Advisors, LLC, dives into: ✅ How to standardize processes to enhance buyer confidence. ✅ Strengthening key relationships with clients and suppliers for stability. ✅ Reducing owner dependency to boost your business's appeal. Whether you are considering selling soon or simply planning ahead, this guide offers actionable insights that may help you position your business for a seamless transition and command a higher valuation. Read the full article here: https://lnkd.in/drFXhPqd 👉 Ready to discuss your exit strategy? Connect with Waverly Advisors, LLC, to explore ways we may be able to help you prepare for the next chapter. Please see the disclosure at the bottom of the article. #financialplanning #investing #WealthManagement #estateplanning #retirementplanning #businessowner #businessexitstrategy #businessexitplanning

Waverly Advisors, LLC is excited to announce the acquisition of Planning Capital Management Corp., an investment advisory business based in Paoli, Pennsylvania, with offices in Philadelphia, Center Valley, Doylestown, Pennsylvania, and Marlton, New Jersey. The transaction increases Waverly's AUM to approximately $15.9 billion. View Full Announcement Here: https://lnkd.in/gdKjPvX2 Please see the disclosure at the bottom of the announcement. #financialplanning #investing #retirementplanning #estateplanning #wealthmanagement

Worried about efficiently transferring your wealth? Transferring wealth to the next generation while minimizing estate and gift taxes requires a sophisticated strategy. Waverly Advisors can help you design a comprehensive plan to preserve your family's legacy. https://lnkd.in/gdU-7NNr #WealthManagement #estateplanning #financialplanning #retirementplanning #investing

Ready to start planning for retirement? Retirement planning goes beyond building wealth. It's about turning your investments into a strategic income plan. Speak with a Waverly Advisor to explore the best options for creating a sustainable retirement income strategy. https://lnkd.in/gdU-7NNr #WealthManagement #estateplanning #financialplanning #retirementplanning #investing

🦃 Happy Thanksgiving from Waverly Advisors! 🍁 This Thanksgiving, we reflect on what matters most—family, friends, and the moments that bring us together. As we gather around the table, we are reminded of the importance of gratitude, connection, and planning for a future full of blessings. We are especially thankful for our incredible clients and their trust in us to help guide their financial journey. Their confidence inspires us every day, and we are honored to be a part of their story. From all of us at Waverly Advisors, we wish everyone a holiday filled with health, joy, laughter, and cherished memories.

Optimizing Your Legacy: Strategic Gifting Options for High-Impact Giving 🎁🌟 For those with significant wealth, giving back can be more than a heartfelt choice—it can be a strategic move to reduce tax liabilities, enhance estate planning, and build a lasting legacy. In this comprehensive guide, Grant Cardwell, CPA, Partner, and Wealth Advisor at Waverly Advisors, LLC, shares sophisticated gifting strategies designed to amplify your impact. Whether you're considering appreciated securities, donor-advised funds, or other advanced techniques, this guide can help you align your wealth with the causes you care about most. Read the full article here: https://lnkd.in/gqhMGPTP 👉 Ready to explore some gifting options for your financial and philanthropic goals? Connect with a Waverly Advisor to discuss these and other gifting options. Please see the disclosure at the bottom of the article. #LegacyPlanning #Philanthropy #GiftingStrategies #WealthManagement #TaxEfficientGiving

Preparing for the Expiration of the Tax Cuts and Jobs Act (TCJA): Insights on Estate Planning 🏛️💼 With the TCJA sunset approaching on December 31, 2025, there's a limited window to make the most of today's estate and gift tax exemptions. In this timely guide, Sean Lacey CFP®, CIMA®, CRPC ™, Wealth Advisor at Waverly Advisors, LLC, outlines crucial steps to consider now to help protect family wealth for the future. Explore estate planning strategies like lifetime gifting, trust planning, and wealth transfer techniques to adapt to the post-TCJA landscape. 💼 Curious how these changes might affect your estate plan? Reach out to a member of the Waverly team to discuss your options and start planning today. Get the guide here: https://lnkd.in/gMMhUT6f Please see the disclosure at the bottom of the article. #estateplanning #FinancialStrategy #taxplanning #wealthmanagement #TCJA #TaxCutsandJobsAct