WHAT WE DO

Transitional Wealth Planning

Our Wealth Management Team specializes in providing services to individuals and families with assets in one of the following life transitions:

  • Retirement – Assist clients to stack income sources to meet retirement needs, and how to leave a legacy to loved ones or charitable interest
  • Business Owners – Coordinate various professionals to manage before, during, and after a business liquidation or sale
  • Change in Marital Status – Assist to understand the financial impacts of a settlement agreement, and how to protect and grow their assets
  • Inheritance – Identify what actions you may need to take, what to expect, and strategies for handling your inherited assets.
  • Sale of Real Estate – Assist to understand the financial impacts of a potential sale or exchange of real property
  • Job/Career Transition – Aggregation of retirement accounts and investment management needs

We help you navigate through these transitional periods with our knowledge, experience, and integrity.