| Today’s new reality in wealth management has largely been brought about by The Great Wealth Transfer®. Over the next several decades, trillions of dollars worth of family assets will transfer, from spouse to spouse, parent to children and grandchildren. Wealth transfer planning and family meetings we help navigate transitions in life with expertise and empathy while following the intentions of the client's wishes. We can plan and participate in family meetings focused on education and the values that you would like to instill in the next generation. At your direction, we will work closely with your children to help them develop their own wealth plan and understand how your estate and trust plan affects them. | | Many bright, outgoing, faith-based women have come to us lacking the knowledge and confidence to comfortably manage their own financial affairs. We realized they needed more than wealth management advice – so we developed an encouraging and fun environment where they could learn about planning and investing and gain the confidence to make smart financial decisions. Finding meaning after death or divorce After a death of a spouse or divorce, significant assets are often put in the hands of a spouse who has not experienced in dealing with the finances and the decisions that adhere. We help our clients with fiscal responsibility so they can have financial stability in the future. "Women as the next wave of growth in US Wealth Management" |
