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.