Specialties

Medical Practices:

  • Qualified Plans
  • Operating Accounts
  • Cash Management
  • Asset Management

Professional Athletes:
Will Capital Management is registered with the National Football League Players Association and is available for consultation with any professional athlete who requires guidance with their finances.


Real Estate Developers:
We realize that most real estate developers and real estate investors have most of their equity tied up in real estate.  Given that conclusion we include all real estate holdings in our investment decisions.  We will analyze all of your current real estate holdings based on whether they are income generating, for capital appreciation or both. 

While most advisors ignore real estate holdings in their investment planning, we see your financial picture in total and understand the importance of your real estate holdings as it relates to your total portfolio.

In addition, by establishing a collateral account made up of high grade bonds you may be able to generate the capital you need to purchase real estate while never disrupting your non-real estate investment portfolio.

There are risks associated with borrowing against securities as collateral. Please read your Agreement and Disclosure Statement, which will be included in your application packet.


Fixed Income Management:

Will Capital Management designs bond portfolios for the purpose of preservation of principle and current income.2  We recommend portfolio strategies designed to protect principle and limit market and credit risk.  Portfolios are diversified and structured based on the amount of money invested. 
  • Municipal Bonds (Zero's and Full Coupon)
  • Governments
  • Agency's
  • CMO's
  • CD's
  • High Yield Corporate Bond Portfolios
  • Bond Ladders
  • Bond Barbells
  • High Net Worth Bond Program

    • Complete Analysis of Holdings
    • Income Flow Analysis
    • Yield & Coupon Analysis
    • Maturity Analysis

Please contact us for a listing of current municipal bond offerings.

Bond prices fluctuate inversely to changes in interest rates. Therefore, a general rise in interest rates can result in a decline of the value of your investment.

Public Fund Accounts:

  • City, County, and State Treasury
  • Airport Authority
  • School Districts
  • State Insurance Fund

Retirement Planning:

  • IRA ROLLOVERS
    Will Capital Management is experienced in making the rollover process as easy and painless as possible.  We have extensive experience in transitioning     our clients from one job to another or into retirement.  Please see the files below for details on why you should bring your rollover dollars to Will Capital Management.

  • RETIREMENT INCOME ANALYSIS
    Using     our unique Envision planning software we can help you plan for your retirement goals by analyzing six key features of your financial status.  Ability to save, desired retirement income, large future purchases (vacations, home improvement, etc), appropriate asset allocation and desired portfolio rate of return, desired retirement age and estate & legacy goals.      
    • Planning for Health Care Needs
    • Minimizing Taxes*
    • Estate Planning*

      Unlike financial planning, Envision does not include a detailed analysis of insurance, real estate investment or savings strategies. It also does not cover estate and tax planning.

Liability Management (Lending/Leasing):

Will Capital Management will manage your debt as well as your equity.  With many lending solutions available, we provide capital management and lending strategies designed to accomplish your financial goals while at the same time maximizing the return on your investable dollars.  Whether it is traditional residential mortgages or collateral loans and leasing, we can provide you with varied lending solutions.
2 Lending Services are available through banking and non-banking subsidiaries of Wachovia Corporation, including, but not limited to Wachovia Bank, National Association and Wachovia Bank of Delaware, National Association, separate affiliates of Wachovia Securities, LLC and subsidiaries of Wachovia Corporation. All loans are subject to credit approval. Wachovia Bank and Wachovia Bank of Delaware are equal housing and opportunity lenders.

There are costs of setting up a home equity line of credit that may include some or all of the following: home appraisal, application fees, and closing costs. Failure to repay the amounts you’ve borrowed, plus interest, could lead to the loss of your home.
There are risks associated with borrowing against securities as collateral. Please read your Agreement and Disclosure Statement, which will be included in your application packet.
All leases are offered by Wachovia Financial Services, Inc., a subsidiary of Wachovia Bank, National Association, and assigned to a third party. Wachovia Bank, N.A. and Wachovia Bank of Delaware, N.A. are Members FDIC and Equal Credit Opportunity Lenders.

Education Planning:

A college education can be the key to unlocking your child's full potential.  A good education will pay a life time of benefits, from income to creativity and independence.  We will analyze the cost of tuition, based on your criteria for higher education, to accurately illustrate future tuition needs.

Rising College Costs: Between 1981 and 2001 average general inflation was 3.54%, while average education inflation was 7.77%.  To get ahead, your money has to grow faster than the cost of college. (The College Board Annual Survey of Colleges, 2001)

  • IRC 52
  • UGMA
  • Lump Sum Approach
  • Periodic Investment
  • Tax Credits

 *Wachovia Securities is not a legal or tax advisor.

Corporate Cash Management:

We offer a comprehensive array of cash management services to help manage your resources and maximize your assets.  You 'll find our client-focused service model to be among the most responsive and flexible in the industry, and our technology to be among the most advanced.  Our full-service approach is designed to simplify and streamline all of your cash management needs by allowing you to:

  • Maximize average account balances
  • Take advantage of investment opportunities
  • Reduce loan expenses
  • Eliminate idle balances
  • Increase working capital
Please Contact Us for our most recent performance numbers