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 CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to 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

Christine M King

Christine M King

CFP®, CRPC®, CDFA®, CKA®

Private Wealth Advisor

Vice President
Visit Christine M King's website

Team

Irina Dianov

Irina Dianov

Registered Client Service Associate,

Client Relationship Specialist

Qualifications

  • Series 7, 63, & 66 Securities Licenses
  • Wisconsin Life & Health Insurance Licenses
View more
Thomas Daly

Thomas Daly

Registered Client Service Associate