A wealth legacy for those you love
For many parents, their wish is to leave a gift to their children that will ensure their financial opportunity, providing them the advantages of wealth and the wisdom to use it well. We are a multigenerational business with a multigenerational legacy – we understand the importance and gravity of these decisions.
We can help lead you through these goals with guidance on estate planning, trust creation, family financial education and charitable giving. These topics are deeply personal and often personally complicated. Our warmth and experience can help you find confidence in the process and comfort in providing for those you love.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
