At WTP Advisors, we believe that meeting the complex needs of our clients requires highly experienced professionals.  From day one, our clients work with an executive team of Ph.Ds., CPAs, MBAs, JDs, and economists with years of technical and practical expertise.  This experience allows us to quickly adapt to an ever-changing world to maximize profits, improve processes, and develop forward-thinking strategies for our clients.  

Some of the reasons our clients choose to work with us are our: 

Client Service Delivery Model: Our personalized service, reliability, and responsiveness have enabled us to develop strong, long-lasting client relationships.

Experience: When clients engage us, they work with a team of highly experienced specialists led by a seasoned professional, not with entry-level personnel.

Approach: We offer an integrated and forward-facing approach that supports planning. Our multidisciplinary team enables us to address multiple areas concurrently and seamlessly.
 


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WTP Advisors

WTP Advisors' headquarters in Minneapolis, MN, United States

Jessica Rask

Brian Schwam

Tom Lamey

Todd Hedgpeth

Anne French

International Tax Services Team

Leadership Team

WTP Advisors

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