Wheatley Pritchard & Associates was built with the needs of growing businesses and families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You want to know you’ve made the best decisions for your family and your business.
You want to know that your plan will work when your loved ones need it most and that your children would be taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you. That is our focus.
What Our Clients Say
"Maureen is awesome, patient and organized. She helped us create our Wills and guardianship documents after walking us through the different options for estate planning. We feel very confident in how our assets and legacy will be passed to our children, and can't thank Maureen enough for that peace of mind!" Shane
"Ms. Pritchard walked me through every detail so that I understood completely what was going on when constructing my will, and asked questions about issues I hadn't even considered. Very satisfied." Wendy