Services

Wealth Advisory Services

There is no more important calling than serving as a trusted advisor, one who has a higher duty of care for another person.

Wealth ownership often brings complexity and many issues of concern—providing for your loved ones...ensuring that your trustee will carry out your wishes...achieving and maintaining financial independence...protecting your wealth from unnecessary taxes or unpredictable events...creating and sustaining a family legacy to benefit the community.

We use a well-developed methodology to simplify, organize and make sure you understand all aspects of your wealth plan. Our goal is to demystify the process and guide you toward your financial, investment and estate planning objectives.

Specific steps we can take include:

• Develop a plan to transfer assets to future generations in a way that fosters responsibility and stewardship of family wealth
• Recommend trusts that will accomplish your purposes and serve as the trustee who carries out your intentions
• Create strategies that meet cash flow needs and minimize estate and income taxes
• Analyze risks associated with asset holdings and develop an appropriate property and casualty insurance program
• Establish a plan of strategic charitable giving and assist with implementation through trust and foundation vehicles

The most important part of this process is simplifying complex decisions. Our highly educated, seasoned wealth strategists, known as the Wealth Strategies Group, work together with your relationship manager and other advisors, such as your accountant, attorney or insurance agent, to implement your integrated wealth plan.