What does financial well-being look like? At Wealth Teams Alliance, our affiliates know everyone’s view of financial well-being is truly unique, and that our aim is to develop strategies that meet our client’s set of specific needs, objectives, viewpoint, and long-term goals.

Bill entered the financial services industry in 1974 after finishing his formal education at the University of Nebraska, Omaha. He graduated with a degree in History and Economics.

Bill’s primary concentration has been retirement and estate succession consulting, working with high net-worth families and owners of closely held and/or family-owned businesses, and specializing in designing and administering tax-favorable retirement plans for key executives. His services include stock option plans, succession planning, and advanced charitable giving.

Bill Bieda
Affiliate – Wealth Teams Alliance
Cell. 301.332.2341
Fax. 949.900.0247


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