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Intergenerational Wealth

I work with my clients to address and work toward continually improving their financial lives while building and preserving long-term, intergenerational wealth. Comprehensive long-term, intergenerational wealth management incorporates strategies to address items such as:

• Managing Assets to Meet Lifetime Income and Lifestyle Needs
• Identifying Resources for Potential Future Long-Term Care Needs
• Establishing a Tangible Way to Pass on Personal Values
• Funding Educational Needs for Future Generations
• Transferring Financial Assets Tax Efficiently
• Ensuring the Appropriate Titling of Assets

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About Us

Our company is built on a solid foundation of excellent client service and in-depth market knowledge.

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