Wealth Management

Wealth management and estate planning needs?  Ask for Renita.  Financial services are tailored to your needs and risk tolerances.  And we have a “wealth” of experience in these areas.

Wealth management services are designed  according to your unique needs.  Our experience includes estate planning and tax services for high net worth and high income individuals, work to structure trust and asset protection strategies and coordinating the creation of documents by the attorney who is selected as most appropriate for the services needed.

Consultations regarding like-kind exchanges, charitable remainder trusts, intentionally defective beneficiary trusts, business succession planning, and family limited partnerships (or LLC’s) are also available, just to mention a few.