Wealth & Estate Planning for Business Owners and Family Businesses

Maximize your legacy with expert guidance.

Our lead CPA has more than 30 years of experience and extensive knowledge to minimize taxes and give you control over your assets both while you’re alive and after your death.

You’ve worked hard to accumulate wealth. It’s time for you to decide how to use your assets now and in the future. Prepare for today and tomorrow.

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Wealth planning can help you answer questions like:

  • How can I preserve my wealth in the best way?

  • Do I have enough wealth to retire?

  • Do I have enough assets to live the lifestyle I want to live?

  • How do I provide assets to my children or grandchildren?

  • How can I provide for a family member with special needs?

  • I hear a lot about having a trust, but does that make sense to me?

  • How much life insurance do I really need and why?

  • Should I give a portion of my assets to charity?

  • Can I give assets to charity and still maintain a level of control?

  • How can I achieve wealth planning goals in the most cost-effective way?

  • How does my family save as much as possible in estate taxes after I pass away?

  • What if I don’t have a will or my will no longer reflects my desires?

  • What happens to my business if I pass away?

  • Who should be the beneficiary(ies) of my retirement plan?

We are impartial and professional in our planning services.

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We aren’t affiliated with any other companies and don’t receive a kick-back of any type (i.e., as compared to life insurance agents who receive commissions and financial planners who receive fees from your investment).

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Our wealth planning is designed to:

  • Look at your whole financial picture for opportunities to minimize taxes, transfer wealth, protect your assets and create future wealth.

  • Protect and care for your spouse in the event of your passing.

  • Meet your charitable goals.

  • Give you confidence in your future.

Gain confidence and control over your future.

Meet with one of our wealth advisors today and start building

your plan to protect, grow and preserve your wealth.

Join the Wagner Circle

 

LEAVE YOUR LEGACY.

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Our advising spots are an intensive use of our team's time and energy, so we only take on a limited set of clients at one time.

To apply for our next available spot, please fill out this short questionnaire, and we’ll set up a discovery call with you.