Family Wealth Planning

Financial planning shouldn’t just revolve around retirement. Think about the legacy you want to leave this world. As you create wealth, having an effective strategy for passing down your financial legacy to the people and organizations you care about is an important piece of your financial puzzle. 

We can assist you in managing inheritances, college funding, and estate planning so that your legacy is established according to your wishes. We understand that family wealth planning has some unique challenges, so we’ll analyze your beneficiary designations and review your assets to help ensure they are being passed down as desired. And in the unfortunate event of the disability or death of a loved one, we will be there, providing guidance through all of the appropriate and necessary steps.