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Client Centered


We are stewards of your financial plan, with strategies to help provide resources for generations to come.

You build wealth for yourself — but also for your children, their children and future generations. We work with your attorney to design a legacy plan with wills and trusts that complement your financial plan and reduce exposure to estate and gift taxes so you can preserve more assets for future generations.

If family dynamics are complicated, we can refer you to a number of estate attorneys who can help smooth the waters.

We also understand the complex legacy planning needs of a family business. We use our firsthand experience as multigenerational family business owners to guide you through the share and transfer of your company and its assets, as well as your founding goals and values.

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