Susan and Wes are partners in a wealth counseling firm, Wellth Counselors, LLC, part of The Worthan Group.
Wes John Dye is a CWPP, and Independent Chartered Trust Consultant for Summit Trust Company. He specializes in Wealth Preservation and Transfer, and creating Legacies for individuals, families, and businesses.
Susan Raikes has a varied and distinguished background in Sales and Marketing for Acura, BMW, and several other manufacturers. She specializes in Medicaid Planning and Retirement Planning http://www.inthesafe.com/financialplanning/retiringwithoutrisk
Wes has over 20 years experience in tax planning, financial counseling and coaching, asset allocation, and investment management for individuals, families, and companies. He was a Certified Trading Advisor specializing in portfolio balancing and protection, hedging equities and interest rate risk, and bond and commodity trading. He is currently creating a workshop and book on Wealth Strategies and Planned Giving Secrets of the Wealthy. He has a special interest in talking with Business and MBA Classes at universities about these powerful concepts to build and perpetuate Living Legacies by stewarding and directing social capital to sustainable and restoration projects. He is a partner in L3C Advisors, and a founding partner in The L3C Fund, the first in the US for funding sustainable community projects with a social purpose.
Wellth Counselors works with a team of nationally recognized Best in Class Professionals to provide the highest level of service and benefits to clients. They have a passion for working with owners of family farms, ranches, and businesses with an emphasis on tax free environments. They coach families on how to build and retain their assets in the family for future generations instead of selling them because of tax liabilities or estate considerations. We believe in the need to preserve the rural fabric of the country to sustain a healthy society and environment. We enjoy business and travel to Ecuador, and like to hike in the Andes and Rocky Mountain National Park.
Mr. Dye is also a fund raising consultant and grants researcher for individual, family, neighborhood, and company foundations, assisting them in establishing and growing these organizations by keeping their assets and resources directed specifically and locally. He was also a Development Officer for over 50 National and Int'l Foundations.
