WC Bird Private Wealth Management

William brings valuable experience and custom strategies to clients by focusing on investment and risk management, retirement planning, estate planning strategies, educational planning, and tax efficient investing for high net worth individuals, families, foundations, and businesses. William utilizes his own, in addition to the firm’s asset allocation strategies, as well as drawing from several sophisticated resources, such as, Wells Fargo investment institute. William has been a registered investment professional for over 20 years, continually training and broadening his knowledge of capital markets and economic trends to ensure the preservation, protection, and optimization of his client’s investments.