Wealth Management and Estate Planning
Our goal is to create wealth management plans that fit our clients' unique personal financial circumstances. We work with estate planning attorneys and certified public accountants to develop and implement individualized estate and tax strategies for clients seeking to preserve, grow, maximize and transfer their wealth to future generations and philanthropic organizations.
We take the time to understand our clients' financial and investment needs by carefully reviewing their investment, financial, estate and trust considerations. This includes incorporating the following:
Cash flow requirements
Estate and multi-generational legacy planning
Estate and tax coordination
Implementation of estate plan