Corwin Davidson
Wealth Strategies Advisory Group
Liberty Hill, Texas
About
Company name
Business title
Wealth Advisor + Tax Strategy Nerd + Certified Exit Planner
Contact
How to contact
corwin@wsagus.com
Professional Profile
Call Me When
you need to reduce income and capital gains taxes, coordinate all of the pieces of your financial world, and design a strategy to exit your business on your terms.
Professions
Coach
Consultant
Insurance
Investor
Valuation
Wealth Manager
Functional Expertise
Business growth
Cash management
Estate planning
Fiduciary
Financial Modelling
Investments
Management succession
Risk management
Tax
Exit/Transition Planning
Business Focus
Tax Strategy, Wealth Coordination, and Exit Strategy
Professional Certification
CExP, IAR (S7 + S66)
Transition Planning Certification or Methodology
CExP - BEI 7 Step Exit Planning Process
Client Industries
Energy/Utilities
Manufacturing
Real Estate/Construction
Telecommunications
Transportation/Storage
Client Results
Reduce income and capital gains taxes, strategies for successful business exit, and coordination of financial world.
Chapter information
Membership
Austin Individual
Member since
Member for 2 years
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