Wealth Management
We help our clients with everything from tax planning, to investment management, to estate planning, to retirement planning, to college funding, and more.
What does the wealth management process include?
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Estate Planning
If you already have an estate plan in place, we will diagram it so that you can see it in a visual format (and update it where needed). If you don’t have a plan in place, we will help you establish one with an estate planning attorney.
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Retirement Planning
Retirement is a primary financial goal most people have. We help plan for your retirement by protecting your hard-earned assets, establishing business succession planning, practicing strategic investment management, and more.
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Charitable Planning
After determining that you and your loved ones are taken care of, you may want to give back to your community. We help clients with their charitable planning by establishing Donor Advised Funds, Testamentary Charitable Trusts, Charitable Remainder Trusts (CRTs), and more.
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Multi-Generational Planning
Many of our clients have growing families. We help them create plans for effective wealth transfer by establishing dynasty trusts, irrevocable life insurance trusts, 529 plans, and more. We also provide financial literacy training for heirs of all ages and education levels.