Take advantage of one of the largest and most experienced planning teams nationwide to make informed decisions with confidence, track progress towards your goals, and meet your changing needs over time. Whether you need strategic advice or in-depth analysis to address a specific issue or the complexities of your full financial picture, your credentialed wealth planner can provide consulting and help create a custom plan focused on building your assets, preserving your wealth, and leaving a lasting legacy.

Extensive planning and advisory services

Wealth planning is a personal, collaborative experience based on a deep understanding of what’s most important to you and your family. No matter where you are on your financial journey, we can provide guidance on a range of issues across your entire balance sheet, including:

  • Plan for your current and future cash flow needs through what-if scenarios and probability analysis
  • Assess wealth transfer, lifetime and charitable gifting, and other estate planning strategies
  • Protect your assets and manage risk through proper entity structures, titling of assets, insurance, and income replacement strategies
  • Evaluate your business transition options and develop a succession plan
  • Review your options for managing concentrated positions and executive compensation
  • Consider the impact of income, estate, and transfer taxes on your wealth plan