ETP Wealth Management®
an
Estate Transition Professional®

ETP Wealth Management® an Estate Transition Professional® ETP Wealth Management® an Estate Transition Professional® ETP Wealth Management® an Estate Transition Professional®
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ETP Wealth Management®
an
Estate Transition Professional®

ETP Wealth Management® an Estate Transition Professional® ETP Wealth Management® an Estate Transition Professional® ETP Wealth Management® an Estate Transition Professional®

Signed in as:

filler@godaddy.com

  • Home
  • Services
  • Subscriptions
  • Testimonials
  • Every Stage of Life
  • About Bill
  • Quotes
  • Gallery
  • TCP Realty

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Welcome

Customized Solutions Solving Estate & Financial Problems

Customized Solutions Solving Estate & Financial ProblemsCustomized Solutions Solving Estate & Financial ProblemsCustomized Solutions Solving Estate & Financial Problems

Life is constantly in flux, and rarely a smooth journey

 Experience paves the way, making the journey more meaningful and productive


A good old man is the best antiquity, and which we may with least vanity admire. One whom time hath been thus long a-working, and like winter fruit ripened when others are shaken down.  


He hath taken out as many lessons of the world as days, and learnt the best thing in it. 



John Earle – 1601-1665

Excerpts  from - An Old Man, 1638

An Old Man

He looks over his former life as a danger well past, and would not hazard himself to begin again.


He practices his experience on youth without the harshness of reproof, and in his counsel is good company. He has some old stories still of his own seeing to confirm what he says, and makes them better in the telling.


 The next door of death sads him not, but he expects it calmly as his turn in nature; and fears more his recoiling back to childishness than dust.

Subscribe To ETP Wealth Management ®

Artificial Intelligence (AI) Cannot Solve Estate Problems Your first engagement is Free Allow us to first prove our value to you We are your most reliable resource for solving any: Banking, Other Financial, Tax, and All Legal Estate Planning issues (These are the Pillars of Wealth Management) All Subscriptions are Guaranteed satisfaction or your money back...no Questions asked No Sales - No Commissions - No Billable Hours ETP Wealth Management ® (ETP) A Registered Trademark of William Massarweh An Estate Transition Professional ® Estate Attorney - Realtor ® - Tax Consultant - Retired RIA

Tax Management is Financial Management is wealth management is Estate Planning

Biggest Problem Areas

#1 - You Can't Reach Anyone

#3 - Family - Death Disability

#1 - You Can't Reach Anyone

NO CUSTOMER SERVICE!

Even when someone answers the call they don't know anything.  How much chatting do you have to do and what types of answers do you get in the chat?  You get a Hyperlink!

#2 - Companies / Banks

#3 - Family - Death Disability

#1 - You Can't Reach Anyone

DATA DATA DATA...SECURITY....PRIVACY

Does anyone at the other end of the phone ever say...Thank you...How can I help you?

Clearly companies only want data entry people answering phones.

#3 - Family - Death Disability

#3 - Family - Death Disability

#3 - Family - Death Disability

Ageing population, death, incapacity, and untimely events in all of our lives.  Where do you start?  Who do you call?  

Especially when you try to scale the gauntlets of Problem #1 and #2.

#4 - HR Department / Benefits

#4 - HR Department / Benefits

#3 - Family - Death Disability

The people in your HR department are good people.  Yet they are always under pressure.  You are just one of thousands of employees, and they are under staffed.  Call us.  We can help.

#5 - Legal and Taxation

#4 - HR Department / Benefits

#5 - Legal and Taxation

The first thing an attorney wants from you is a large $$$$ retainer.  You are stuck..do I or don't I.  We never put you in such a dilemma.  We promise.

We want to help you.  Call us for a free consult.

#6 - What To Do

#4 - HR Department / Benefits

#5 - Legal and Taxation

To get better answers you must ask better questions. 


We know what to ask in order to get to the heart of any problem.  

You Have Skills - Use Them - Solving Problems

Problem Solving - Financial Consulting - Solutions

We have skills that distinguish us from the rest;  

First, we answer the phone and we call you back quickly if you leave a message. 

 

We are responsible and dependable.  We know what we are doing.  We are creative professionals.  Ask yourself right now, do you know how to solve the current problem, or are you just trying to figure it out?  


We know the problem and the solution.  


No matter the issue, Ageing Parents, Probate.Trust Administration. The Bank is giving you a hard time and you can't reach anyone to help. 


Inheritance questions and concerns. Company 401K. Pensions.  Insurance Companies. Title and Escrow.  sale of real property.  Special Needs.  Spendthrift Heirs. Divorce.  Marital Agreements.  Long Term Care.  Investment accounts.  Living Trusts.  Trustee Issues. Spousal Benefits. Significant Others. Contracts. 


Estate Taxes. Partnerships. LLC and Liability.  Capital Gains Tax and much much more.

Contact Me

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ETP Wealth Management®

2950 Buskirk Ave., Suite 300 Walnut Creek, California 94597

925.937.9866 bill@ETPwealth.com

Hours

Mon

09:00 am – 05:00 pm

Tue

09:00 am – 05:00 pm

Wed

09:00 am – 05:00 pm

Thu

09:00 am – 05:00 pm

Fri

09:00 am – 05:00 pm

Sat

Closed

Sun

Closed

Social

Podcast


           Copyright © 2019 Estate Transition Professional ®

           Copyright © 2024 ETP Wealth Management ®

                                        All Rights Reserved   

                          Disclosure

Services offered through ETP Wealth Management ®  . The Law offices of William A.  Massarweh is a separate entity and is not affiliated in anyway with ETP  Wealth Management ®  .  TCP Realty is a separate entity and is not affiliated in anyway with ETP Wealth Management®.


The information provided on this website is all  based on true real life stories. However, it does not, and is not  intended to, constitute legal, financial, or tax advice; instead, all  information, content, and materials available on this site are for  general informational purposes only. Information on this website may not  constitute the most up-to-date legal, financial, or tax information as  your personal situation may vary from any stories outlined here.

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