Washoe Wealth Advisors
We Work For You
Washoe Wealth Advisors (WWA) is a team of financial advisors who began working together in 2019 and are located in Reno, Nevada. All advisors are affiliated with Waddell & Reed and offer a wide range of securities, investment products and financial services- including investment advice and retirement planning. The WWA partnership was originally instituted by Gregory Raleigh, Michael Vilardi and James Lewis; a small team has grown with the inclusion of new members since then.
At WWA, we provide services primarily to individuals and small businesses. It is the group’s mission to have an understanding of each client’s unique situation and offer planning and investment advice tailored directly to the client’s needs and goals.
For individuals, this may mean planning to purchase a home, opening individual retirement accounts, preparation of educational funding or even complex estate planning for high net worth households. Other clients’ plans may require blending a variety of insurance products into their portfolio including life and long-term care, Medicare, as well as Fixed Indexed and annuity products. It is important to us that, regardless of the product, it is an appropriate choice specifically selected for the client themselves.
We also do a lot of work with small businesses. The team has years of experience setting up business retirement plans such as 401(k)s, Exclusive(k)s, Profit Sharing Plans, Defined Benefit Plans, SEP IRAs, SIMPLE IRAs, and others. The team is comfortable working with CPAs, TPAs and Estate Planning attorneys to create comprehensive solutions to serve their clients’ needs.
Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Washoe Wealth Advisors is a separate entity from WRI. • Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements. WRI and its representatives do not offer legal or tax advice. Consult with your legal and tax advisors regarding your individual situation. (05/20)