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Expert Navigators for your
Financial Pathways.

Transforming Problem Solving
into Profitability.

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Small-Medium
Sized Businesses

Individuals

Partnerships &
Affiliations

Touchless Tax Returns

In being mindful of the current situation, we have been proactive in finding solutions to best serve our clients. We want to make sure every client feels secure and safe; most clients do not require a meeting:

Our Services

Business Valuations

Assessing the value of your current business to provide a clear picture of your options is an art & science in which WM&D is well versed.

ESTATE & SUCCESSION PLANS

Developing rock-solid estate & succession plans that protect your assets and your loved ones is an essential service WMD provides.

RETIREMENT PLAN DESIGN

WM&D crafts plans that thrive rather than stagnate, allowing clients to fully pursue their objectives in retirement.

CONSULTING

Analyzing businesses, diagnosing challenges, and guidance toward achievable goals saves clients years of time, energy, and money.

FULL ACCOUNTING & BOOKKEEPING

WM&D delivers peace of mind to clients through superior accounting & bookkeeping services.

Financial Statements

WM&D generates comprehensive financial statements that are clear, concise and precise.

Tax Preparation

WM&D has a long track record of preparing impeccable tax returns for clients.

Expert Navigation

for your financial pathway.

Christopher L. Welker, CPA

Estate & Trusts, Retirement Plans

The synergy of the individual strengths of industry leaders Welker, Mojsej, & DelVecchio results in a powerful collective dynamic.

Robert P. Mojsej, CPA

Financial Planning

Anthony DelVecchio, CPA, MBA, ABV

Business Valuations & Operational Solutions

Resources

Tax Planning

Individual Stimulus Payments

What are the IRS Notices 1444 and 1444B? If you qualified for stimulus money, within 15 days of receiving your payments, Notices 1444/1444B were mailed

February 9, 2021