Strategic Partners

Our strategic partners are extensions of the local team at WillKate.

While our team members continue their own development in all of the areas listed below, we also work with and train through these national organzations to bring trusted and wide-ranging expertise to our clients, across all areas of wealth management for all seasons of life.

Leadership & Relationships

Linkage Executive Coaching

Strong leaders understand on a fundamental level that feedback and coaching and leveraging that perspective can be of significant help in a person's development. One of the most important things to realize about coaching is that the coach is not there simply to look for ways to change a leader. It is about finding a leader's strengths and discussing how to use those existing strengths to better do their job.  The coaching process enables each attendee to review where he or she is in their career compared to their long-term career goals. This rich dialogue is designed to help the coachee understand more above themselves, their behaviors, and their strengths as a leader.

The Bowen Center

The mission of the Center is to lead the development of Bowen family systems theory into a science of human behavior and to assist individuals, families, communities, and organizations in addressing major life challenges through understanding and improving human relationships.

Financial Planning

Certified Financial Planner Board of Standards, Inc. (CFP Board)

CFP® professionals are held to strict ethical standards. What's more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you're working with someone committed to providing the highest standard of financial planning.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

National Association of Personal Financial Advisors (NAPFA)

The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors-highly trained professionals who are committed to working in the best interests of those they serve. Their rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then they have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to a Code of Ethics.  It's all a part of the mission of NAPFA.

The association provides support and education for over 3,700 practitioners all over the country and is governed by the NAPFA Board of Directors and supported by four Region Boards.

NAPFA members live by three important values:
  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.


Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth clients. It's designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.

Estate Planning

Heckerling Institute

The Heckerling Institute on Estate Planning is the nation's premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team. The program covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, and nonprofit advisors. The Institute is also the home of the nation's largest exhibit hall dedicated entirely to the estate planning industry.

Purposeful Planning Institute

The Purposeful Planning Institute seeks to promote innovation and collaboration at a practical level amongst the various professionals who serve legacy families. Members are professionals from a broad spectrum of those who serve families of wealth and families in business including lawyers, wealth managers, trust officers, planned giving experts, psychologists and therapists who are family business and family wealth advisors.  Members of the Purposeful Planning Institute (PPI), the network of members actively engaged in Purposeful Planning, are known as Collaborators. 

Leimberg and LeClair

Stephan R. Leimberg is CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, President of Leimberg & LeClair, Inc., a publishing and software company in Bryn Mawr, Pennsylvania, and Publisher of Leimberg Information Services, Inc. A nationally known speaker, Professor Leimberg has addressed the Miami Tax Institute, the NYU Tax Institute, the Notre Dame Law School and Duke University Law School's Estate Planning Conference, the National Association of Estate Planners and Councils, and the AICPA's National Estate Planning Forum. Leimberg has also spoken to the Federal Bureau of Investigation, and the National Aeronautics and Space Administration.

Leimberg was awarded the Excellence in Writing Award of the American Bar Association's Probate and Property Section. He has been honored as Estate Planner of the Year by the Montgomery County Estate Planning Council and as Distinguished Estate Planner by the Philadelphia Estate Planning Council. He is also recipient of the President's Cup of the Philadelphia Life Underwriters, a two-time Boris Todorovitch Lecturer, and the First Ben Feldman Lecturer.

Leimberg was named 1998 Edward N. Polisher Lecturer of the Dickinson School of Law and was a featured speaker at the American Bar Association's Tax Sections Annual Meeting.

Investment Management

Schwab Institutional

The Charles Schwab Corporation is a bank and stock brokerage firm based in San Francisco, California. It was founded in 1971 by Charles R. Schwab. It is ranked 13th on the list of largest banks in the United States and it is also one of the largest brokerage firms in the United States.

Investments & Wealth Institute

The Investments & Wealth Institute is a professional association, advanced education provider, and certification board for financial advisors, investment consultants, and wealth managers who continuously strive for excellence and hold themselves to the highest ethical standards. The Institute's mission is to deliver premier investment consulting and wealth management credentials and world-class education.