Consulting Services

WealthPLAN offers premier consulting services that focus on the design of wealth planning systems for high net worth individuals.

From assessing your needs to creating and implementing a comprehensive system, WealthPLAN approaches planning in the most effective, integrated way by working with other professionals toward the greatest benefit for the client. They will join your circle of professionals or access their network of trusted advisors to create a multi-disciplinary team who collectively approaches your estate and wealth preservation matters.

Their services are available to their clients as well as to accountants, financial and investment professionals, and to other attorneys and their clients. They will support these professionals in reviewing a proposed plan or creating an integrated strategy for clients, or they will take the lead responsibility for devising and fully implementing the plan.

WealthPLAN’s team members have nearly 100 years collectively in the realms of tax, trusts, and estates, giving them the ability to construct planning systems with insight, precision and creativity.

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Initial Consultation

Schedule a time to discuss your goals with the team.

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