WFA Volare
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WFA Volare - overview
Established
1997
Location
Shreveport, LA, US
Primary Industry
Financial Services
About
Based in the US, WFA Volare, operates as a wealth advisory firm that assists individuals, families, and business owners in managing their finances and planning for retirement. Based in Shreveport, the US and founded in 1997, WFA Volare provides financial advisory services. The firm specializes in helping clients navigate their financial goals through personalized planning and investment strategies. Over the years, WFA Volare has expanded its offerings to cater to a diverse clientele, including retirees and high-earning professionals.
WFA Volare offers a comprehensive suite of wealth advisory and financial planning services tailored to meet the needs of individuals, families, and business owners. Their services include retirement planning, tax strategies, and personalized financial guidance, ensuring clients understand their financial landscape. The firm emphasizes a client-centered approach, with a team of certified financial planners dedicated to delivering customized solutions. WFA Volare serves clients across the US, with principal offices in Louisiana, Missouri, and Alabama.
WFA Volare generates revenue primarily through advisory service fees associated with their wealth management services. The firm engages in direct partnerships with clients, creating tailored financial plans structured around recurring fees for ongoing advisory services. Their offerings include specialized programs like "StrongHer Money®" designed for women in life transitions, reflecting the firm's commitment to addressing diverse client needs. The company plans to enhance its service offerings and expand its reach within the financial advisory sector.
Current initiatives include developing new financial planning tools and resources aimed at improving client engagement and satisfaction.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.wfavolare.com
Total Amount Raised
Subscriber access only
WFA Volare - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Merger | Completed | Volare Wealth Advisors, Williams Financial Advisors, LLC | - |
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