CTOs on the Move

WTAS LLC

www.wtas.com

 
WTAS LLC provides tax and financial advisory services. The company offers compliance, accounting, fiduciary consulting, and tax and estate planning services. Additionally, WTAS provides valuation, due diligence, real estate investment and mergers and acquisition advisory, liquidity event planning, reorganizing, and investment consulting services. The company, formerly known as Wealth and Tax Advisory Services, Inc., is headquartered in San Francisco, California. It has additional offices in Columbia, Maryland; Boston, Massachusetts; Chicago, Illinois; Old Greenwich, Connecticut; Mechanicsburg and Fort Washington, Pennsylvania; Los Angeles, San Francisco, and East Palo Alto, California; Madison, New Jersey; McLean, Virginia; New York, New York; Seattle, Washington; and ...
  • Number of Employees: 250-1000
  • Annual Revenue: $500M-1 Billion
  • www.wtas.com
  • 100 First Street Suite 1600
    San Francisco, CA USA 94105
  • Phone: 415.764.2700

Executives

Name Title Contact Details

Similar Companies

TS Bank

Our sole mission is to create community prosperity in all the communities we serve and at TS Bank that is part of everyones responsibility.

Windsor Financial Group

Windsor Financial Group is a Minneapolis, MN-based company in the Financial Services sector.

KS Bancorp

We are a community bank, established in 1924, focusing our attention on local families and businesses. We have chosen to be the most extraordinary community bank in our market areas, offering a fully integrated package of financial products and services that meet the needs of consumers and businesses throughout each stage of life. Our vision is to be recognized as the bank where every customer refers a new customer.

VyStar Credit Union

VyStar Credit Union is the second-largest credit union headquartered in Florida and now serves over 770,000 members with assets totaling $11 billion. VyStar is the largest mortgage lender in Northeast Florida and one of the major employers in the region with over 2,000 employees. VyStar membership is open to everyone who lives or works in the 49 contiguous counties of Central to North Florida, 10 Southern Georgia counties, and past and present military members and their families all over the world. Today, the driving VyStar philosophy continues to be offering highly competitive pricing, giving members high-yielding savings products, low loan rates, and low-or no-fee financial services. This commitment makes finding affordable, quality financial products and services a reality for our members. This page is a moderated channel, meaning all comments will be reviewed for appropriate content. Please show respect to those you are addressing when submitting comments. Comments that are off-topic or include abusive or vulgar language, spam, hate speech, personal attacks, advertisements, or endorsements of products or similar content will be deleted. We reserve the right to determine which comments are acceptable for this page. We will, however, post and attempt to comment on legitimate questions and concerns.