Wealth Advisory Services

Tools & Strategies to
Protect Your Legacy

Services

Tax Planning & Compliance

The combination of effective tax planning and compliance creates a foundation for strategic wealth management, which empowers you to optimize your financial assets, mitigate risk, minimize your tax liability, and preserve your wealth. Reduce the chances of being audited, incurring stiff penalties, or being pulled into legal proceedings that could damage your finances or reputation.

Estate & Trust Planning

Ensuring adequate cash flow and that your wealth is distributed according to your wishes requires the right estate and trust plan from a good team—which should include your CPA, wealth manager, and other advisors and administrators. Use our expertise to leverage federal and state lifetime exemptions to protect your assets and legacy.

Wealth Management

A sound wealth management strategy is the cornerstone of your financial stability. It requires the expertise and collaboration of a diverse team of advisors, including your tax accountant, wealth manager and investment advisors, and estate planning attorneys. Complete transparency and collaboration between your team members enables you to build, preserve, and transfer wealth in a manner that aligns with your values, ambitions, and legacy goals. Your wealth management strategy will not only include your personal aspirations but will take into consideration your business and the role it plays in your financial health.

Valuations

Leverage the expertise of our valuation professionals to help you determine fair market value of assets being transferred or held as part of your estate planning and gifting strategy. An accurate and unbiased opinion helps ensure equitable distribution of assets among heirs, aids in tax planning by identifying the appropriate tax liabilities, and provides the right documentation to support and defend your position and prevent disputes.

Your Wealth Services Leadership Team