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BETTER DECISIONS.
BETTER OUTCOMES.

A comprehensive wealth strategy to help pursue your goals by clearly visualizing
your financial roadmap ahead.


THE STRENGTH OF A LEADER

Ned Steiger, CFA® has extensive experience helping people make smart financial
decisions.

Ned’s affiliation with Commonwealth Financial Network® — a nationwide firm
offering business solutions, resources, and support to independent financial
advisors — helps him fulfill his commitment to his clients.


WEALTH MANAGEMENT STRATEGIES

Rely on our hands-on approach and decades of experience to guide your decisions
and create a long-term approach for the management of your wealth.

INVESTMENT CONSULTING

Develop a model to analyze your financial situation today and in the future with
the goal of determining the right target rate of return to achieve your
objectives with the appropriate risk.

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ADVISOR COLLABORATION

Working with your CPA, attorney and other advisors to implement solutions.

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PORTFOLIO MANAGEMENT

Understand client needs and objectives to develop a portfolio with the
appropriate risk.

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ADVANCED PLANNING

Focus on tax-efficiency to transfer your wealth to the next generation and
enhance after-tax returns. Charitable planning to fulfill charity purposes as
well as tax efficiency.

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INDEPENDENT TRUSTEES SUPPORT

Guidance for providing fiduciary responsibilities and portfolio management.

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YOUR PERSONAL CFO

Research, strategy, and support to help you make better decisions.

Like a CFO of a corporation, we provide advice across your entire balance sheet.
We believe this comprehensive approach leads to better decisions, better
outcomes, and a better experience for you.

See Our Story


FOCUSED ON YOUR GOALS

Ned Steiger has always been an analytical thinker who takes a careful and
systematic approach to problem-solving. Today, his clients rely on his
thoughtful and purposeful mindset to help keep their financial plans on track.

Meet Ned

NED STEIGER, CFA®, CPA®

Principal and Financial Advisor

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DEDICATED TO GIVING BACK

At Wealth Planning Advisors, we have a passion for serving others and giving
back. We are driven to support the causes that we believe will provide a
brighter future for our community.


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START THE CONVERSATION

Rely on our combined investment and tax experience to help address your total
wealth planning needs.

Contact Us
 * Who We Are
   * Our Story
   * Our Team
   * Giving Back

 * How We Help

 * Resources
   * Knowledge Base
   * Market News
   * Financial Calculators

 * Client Login

 * Schedule a Call

CONTACT

Office: 860.215.2931

15 North Main Street

Suite 100

West Hartford, CT 06107

ned@wpaemail.com

QUICK LINKS

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The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite | Copyright 2024 Commonwealth Financial Network |
Copyright 2024 Wealth Planning Advisors



Wealth Planning Advisors 15 North Main Street, Suite 100, West Hartford, CT
06107 | P 860.215.2931



This communication is strictly intended for individuals residing in the United
States.

Advisory services offered through Commonwealth Financial Network®, a Registered
Investment Adviser.

Information presented on this site is for informational purposes only and does
not intend to make an offer or solicitation for the sale or purchase of any
product or security.

Form CRS: Client Relationship Summary

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