SEEKING TO BUILD & PRESERVE LONG-TERM, 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
About Us
Our company is built on a solid foundation of excellent client service and in-depth market knowledge.
