William Hamerman

VP Financial Advisor

Role
VP Financial Advisor at Wealth Enhancement
Location
Vancouver, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About William Hamerman

Will Hamerman is a Senior Wealth Strategist for the Western and Northern regions of Wells Fargo. As part of advice & planning, Will works with clients and their other advisors to help develop customized wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy. Wells Fargo and its affiliates do not offer tax or legal Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested The Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A, Member FDIC. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

  1. VP Financial Advisor

    Wealth Enhancement

    Oct 2025 — Present · Lake Oswego, OR, US

    Wealth Enhancement is a national independent wealth management firm dedicated to enriching clients’ lives. We provide each client with a tailored financial plan, as well as access to advanced services for investment management, estate planning, tax strategy, and beyond. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and integrated planning to help clients craft their future. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group.

Education

  • The University of Tulsa

    Master's degree, Taxation

    2011

  • Oregon State University

    B.S., Business Administration

    2002 — 2006

Skills

  • Charitable Trusts
  • Accounting
  • Cpa
  • Individual Taxation of Hedge Fund Interests
  • Estate Planning
  • Estate Tax Planning
  • Tax Returns
  • Tax Accounting
  • Gift Tax Planning and Reporting
  • High Net Worth Individuals
  • Trusts
  • Tax
  • Strategy
  • Trust Accounting
  • Wealth Management
  • Charitable Giving Strategies
  • Taxation of High Net Worth Individuals
  • Trust Taxation
  • Individual Taxation of Stock Options
  • Tax Research
  • Tax Law
  • Estate and Trust Taxation

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William Hamerman — VP Financial Advisor at Wealth Enhancement in Vancouver, WA, US | Unifers