Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients—and their families—through the process. Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.


Advisors

Edward Weidman

Edward Weidman

Financial Advisor

Visit Edward Weidman's website

Team

Karen Gustafson

Karen Gustafson

Registered Client Service Associate,

Client Relationship Specialist

Qualifications

  • 17 Years of Experience
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