WRS brings over 50 years of tax strategy experience through our team of Certified Public Accountants and specialists to ensure the highest value tax strategies that are legal and dependable.
Optimal Results
At Wealth Retention Strategies, we understand that every individual’s financial situation is unique. That’s why we specialize in crafting tailored strategies that are specifically designed to meet your needs and goals. Our team of experienced professionals works closely with you to analyze your current financial position, identify potential risks, and develop a comprehensive plan to maximize wealth retention.
Empowering CPAs with maximum retention tax strategies, navigating complexity. We aim to be the foremost authority, delivering legal, dependable solutions, safeguarding financial legacies for generations.
To deliver legal, dependable, and maximum retention tax strategies. It is to provide certified public Accountants (CPAs) with strategies and knowledge as they navigate the complex tax code.
To be recognized as a lead tax strategy and consultant firm.
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Kevin Waldher has 40 years of real estate development and business experience with over 500 projects under his belt. With that experience he has a high attention to detail on how to properly structure each transaction to mitigate liability while minimizing tax implications. This experience in structuring transactions has put individuals and businesses in the most advantageous tax position, whether that be via utilizing the Charitable LLC, 1031 exchange or conventional sales transactions. He also has owned and managed both Mortgage and Finance companies as well as a successful General Contracting company in Arizona. With this breadth of business experience his passion lies in helping others structure each transaction to dramatically enhance the overall ROI and reducing and/or eliminating the heavy tax burden we all must contend with in this current confiscatory tax environment.
John Davenport has 22 years of business development experience including building two nationally ranked companies. He has helped countless individuals and companies across various markets and industries to grow their business. He is a former consultant to the United
Nations Financing for Development Committee.