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A Comprehensive Wealth Management company


Creating a FINANCIAL PLAN that FITS your LIFE.


"Vision without action is a daydream. Action without vision is a nightmare." – Japanese proverb


We know that you want to be in control of your golden years. To do that you need a holistic roadmap that is easy to understand and simple to implement.


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Living your golden years shouldn't be so difficult.






We strive to help you meet your financial goals - they're central to our recommendations and strategies. Get started by learning more about how we use risk factors to analyze your unique financial situation using Riskalyze.




Our job is to help you reach all of your financial goals

We handle all facets of wealth management including:

Allocation of Assets

Risk management

Income / cash flow


IRA distribution planning

Tax mitigation

Protection strategies

Charitable giving

Providing for heirs

Education & Coaching



Integration


Here we focus on asset allocation based on the goals you’ve set forth. We also pay particular attention to your cash flow situation.

Education


Here we help explain the intricacies of your financial plan in what we call rewirement vs retirement.



Proactivity


Here we walk you through tax mitigation and begin to delve into your risk management per your financial goals.

Management


With your goals in mind, we create and initiate a personalized financial plan. Here we’ll explain accumulation vs distribution.


Guiding You to Financial Freedom


Headquartered in Basking Ridge, New Jersey, WFP Tax Partners, LLC provides CPA tax preparation, filing services, and planning for our clients nationwide. Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals.

Proactive tax planning allows our clients the opportunity to minimize tax burdens with strategies that can result in years of tax savings.

We have developed our tax practice business by studying and training under Ed Slott & Company. Ed Slott CPA is the premier IRA expert in the U.S., according to the Wall Street Journal. After completing extensive training under Ed Slott and his team, Walter attained Elite Advisor status in 2010, followed by Master Elite status in 2013. In order to keep current on continuous changes in taxation and IRAs, Walter completes education and testing with Ed Slott & Company on an ongoing basis.


Let's discuss your tax preparation and planning needs



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"Communication and trust are two main ingredients for a successful relationship.” – Anonymous




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EDUCATION

"Don't let your learning lead to knowledge. Let your learning lead to action." – Jim Rohn




MYTHS OF INVESTING

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INCOME PLANNING

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IN THE NEWS

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OUR TEAM

Walter Pardo, CWS®️, PPC™ Photo

Walter Pardo, CWS®️, PPC™

CEO and Certified Wealth Strategist
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Walter is the CEO of Wealth Financial Partners & WFP Tax Partners. He is a Certified Wealth Strategist and Professional Plan Consultant with a Series 7, 66 and 63 licenses. Walter is licensed in: AZ, CA, CT, FL, GA, KS, OH, NY, NJ, IL, PA, SC, VA, and TX. He also holds active life and health Insurance licenses in AZ, GA, NJ, NY, IL, KS, PA, TX and CA (Insurance Lic# 0E05940). Walter is a Master Elite member of the Ed Slott Elite IRA Advisor Group and also a member of  SOFA (Society for Financial Awareness) a Nonprofit organization.

Walter resides in central New Jersey with his wife, Suzanne, and two daughters, Isabel and Natalie. Mr. Pardo is very active in his community in central New Jersey, and currently serves on the Board of Trustees of Loyola Jesuit Center in Morristown.

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Delker Saumier

Director of Operations
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Delker has more than a decade of experience working in the financial services industry. Before joining Wealth Financial Partners, she served as Client Service Manager for the East Coast Team. Delker is responsible for managing the day-to-day operations for the firm from the San Diego office. She works closely with the team to ensure all client service requests are handled thoroughly, efficiently, and to the satisfaction of our clients.

As an integral part of the firm’s service mission, she also assists our clients with the technology interfaces needed to help our client’s access the information they require to stay informed regarding their financial plan and resources.  

Delker is a graduate of Salt Lake City College, with an AS in Office Management. She lives in San Diego with her husband, Bill, and her two sons, Billy and Nathan. On a sunny day, you will find her on a hike or at the beach.

Drew Peer Photo

Drew Peer

Lead Agent- Life Insurance
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Drew first started at Wealth Financial Partners as an intern in 2018 and then joined the team full-time in 2019. He comes to us from Penn State as an economics major with a minor in History. Drew holds an active life and health insurance license in NJ and is on track to complete his Series 7.

Drew currently resides in Berkeley Heights, NJ with his two dogs. He can be found hiking with his dogs or playing hockey. 

Suzanne Pardo Photo

Suzanne Pardo

Operations Specialist
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Before joining Wealth Financial Partners, Suzanne worked for 16 years with UBS, a multinational financial services firm with operations in more than 50 countries around the world. Suzanne rose through the ranks, starting her career as a trade input clerk and ending as an over the counter equity trader.

Suzanne attended Pace University. She is originally from Astoria, Queens but now lives in Basking Ridge, New Jersey. She is a mother of two and is active as a school volunteer.

W. Scott Howell Photo

W. Scott Howell

CPA
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Scott* is a Certified Public Accountant licensed to practice in New Jersey. He was a Revenue Agent with the Internal Revenue Service for over 39 years.
After a career of increasingly more challenging assignments Scott spent his last 14 years with the IRS as a Financial Products Specialist assigned to Team Audit cases examining some of the largest, most complex and diverse domestic and international companies in New Jersey. These examinations required him to give technical assistance on specific issues involving specialized knowledge of financial accounting and auditing, as well as advanced knowledge of tax law.

Scott’s particular expertise is in the area of Partnership taxation. Scott served as the Partnership Issue Specialist for New Jersey for a number of years while at IRS. He has assisted on both civil and criminal litigation and has testified as an expert witness in United States Tax Court. The last few years Scott has worked independently representing NJ taxpayers with regard to all manner of tax controversies at both the Federal and State level.

* Not affiliated with Independent Financial Group, LLC

Ritika Bansal Photo

Ritika Bansal

Marketing Co-Oridnator
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Ritika is the newest member of our team at Wealth Financial Partners . She has worked as an IT Professional for 10 years  in India before moving to the states after getting Married . She currently resides in Basking Ridge with her husband Aman.

Ed Slott’s Elite IRA Advisor Group℠ is an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Because being the best in the business requires an enormous amount of education, time, and effort, Ed Slott created Ed Slott’s Elite IRA Advisor Group℠ as a single resource for serious professionals. Ed Slott’s Elite advisors are equipped with up-to-date materials to outsmart and outsell their competition.

ABOUT ED SLOTT


Ed Slott, founder and president of Ed Slott and Company, LLC, was named “The Best” source for IRA advice by The Wall Street Journal.

He is a nationally recognized professional speaker and has starred in several nationally aired public television specials. He is an accomplished author of many financial and retirement-focused books and a personal finance columnist for numerous financial publications. As a thought leader in the retirement industry, Mr. Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, Money, Kiplinger’s, USA Today, Investment News and a host of national magazines and financial publications.

Mr. Slott is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA planning section of the CPA Journal. He is the recipient of the prestigious “Excellence in Estate Planning” and “Outstanding Service” awards. He has served on the Board of The Estate Planning Council of New York City and is an Accredited Estate Planner (AEP) distinguished.

What is an Elite IRA Advisor? Learn more

*The professionals listed are not affiliated with WFP & Independent Financial Group, LLC (IFG).

James J. Costello, Jr. Photo

James J. Costello, Jr.

Morris, McLaughlin, & Marcus, P.A. Attorneys at Law, Estate Planning Attorney
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Mr. Costello holds a Master of Laws in Taxation from Georgetown University Law Center and is admitted to the New Jersey, Connecticut, and District of Columbia Bars as well as the United States Tax Court. He is a member of the Sections on Taxation and Real Property, Probate & Trust Law of the American & New Jersey Bar Associations. Mr. Costello is a Member of the law firm of Norris, Mclaughlin & Marcus Attorneys At Law, located in Bridgewater, NJ. His practice is concentrated in the areas of wills, trusts, general estate planning, sophisticated estate and gift tax planning, estate administration and elder law. Mr. Costello is not affiliated with IFG.

OUR Mission

We understand how overwhelming wealth management can be which is why for the past 30 years, we have been guiding high net worth families through their life transitions.

The challenge is that most people don't have a guide to help synchronize all aspects  (taxes, investments & legacy) into one complete financial plan which leads to worry, stress and feeling overwhelmed. 

Ready to get started? Contact us today!