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NEWSLETTER: Give & Gain: Unwrapping the Tax Perks of Generosity



 
 

Contact

5950 Fairview Rd #140

Charlotte, NC 28210

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Tel: 720-600-7070

Fax: 720-246-2926

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info@wdwealth.com

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Securities are offered through Innovation Partners, LLC (IPLLC). Member of FINRA/SIPC. IPLLC is a registered Broker-Dealer. Michael Enyart and Eric Willer are Registered Representatives with Innovation Partners, LLC. Advisory services are offered through IP Financial Advisory Services, LLC. (A Registered Investment Advisory Firm with the SEC). Eric Willer is an Investment Advisor Representative with IP Financial Advisory Services, LLC.  Innovation Partners, LLC, IP Financial Advisory Services, LLC, and WD Wealth Strategies are unaffiliated entities.


This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, and Puerto Rico, and the Virgin Islands. No offers may be made or accepted from any resident outside the specific states referenced. WD Wealth Strategies and Innovation Partners LLC are not affiliated entities. 

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