Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and PA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, howto equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Advisors

Adam Boyar

Adam Boyar

CRPC®

Financial Advisor

Associate Vice President
Visit Adam Boyar's website
Drew Granauro

Drew Granauro

Branch Manager

Financial Advisor
Visit Drew Granauro's website

Team

Cathy Kantor

Cathy Kantor

Operations Leader

Travis Voccia

Travis Voccia

Registered Client Service Associate