W T Wealth Management

At Homesley Wealth Management, we believe that achieving success is not just about accumulating wealth, but also about building a strong relationship with our clients. Our company is built on the foundation of trust, integrity, and expertise, with a commitment to providing the highest level of professional services to our clients.

Our Company

As a company, we are uniquely qualified to provide comprehensive tax, accounting, and financial services to our clients. Our team of experts, led by Greg Homesley, a licensed Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER professional, has extensive experience in helping individuals, families, and small businesses achieve their financial goals.

Our Services

We offer a wide range of services designed to help our clients achieve financial stability and success. Our services include:

• Tax Services: We focus on minimizing our clients' tax burden while fully complying with tax law. Reduction of taxes over the lifetime of our clients enables them to more effectively build wealth.
• Accounting: We help our clients better understand their financial picture with our accounting services, providing them with a clear picture of their income, expenses, and cash flow.
• Financial Services: We offer many financial services to help our clients accomplish their financial goals, including investment management, retirement planning, and estate planning.

Our Philosophy

Our philosophy is built on the principles of discipline, diversification, and risk management. We believe that financial planning is a long-term process that requires careful planning, discipline, and continuous monitoring. Our goal is to provide our clients with personalized financial plans that cater to their unique needs and circumstances.

Our Team

Our team consists of experienced professionals who are dedicated to delivering exceptional service to our clients. Our team members are handpicked for their expertise, passion, and commitment to excellence. We believe that our people are our greatest asset, and we invest heavily in their training and development to ensure that they have the skills and knowledge necessary to provide the highest level of service to our clients.

Our Core Values

At Homesley Wealth Management, we are guided by a set of core values that shape our culture and drive our decision-making. Our core values are:

• Excellence: We strive for perfection in everything we do, and we settle for nothing but excellence.
• Relationships: We believe that building strong relationships with our clients is the foundation of our business.
• Expertise: We are committed to delivering expert-level services to our clients.
• Integrity: We believe in the importance of integrity in all our business dealings.

At Homesley Wealth Management, we are dedicated to providing our clients with a personalized and exceptional financial planning experience. We believe that financial planning is a collaborative process that requires a deep understanding of our clients' unique needs and circumstances. Our goal is to provide our clients with comprehensive financial plans that cater to their individual needs, and to help them achieve their financial goals.