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

Joseph M Sullivan

Joseph M Sullivan

MBA

Financial Advisor

Managing Director
Visit Joseph M Sullivan's website

Team

Caryn N. Chan

Caryn N. Chan

Registered Client Service Associate

Qualifications

  • University of Michigan, Bachelor of Arts, 2003
  • Previous Firm Experience includes Morgan Stanley, Citi Smith Barney & Ladenburg & Co. Inc.
  • Series 7, Series 66. Health & Life Insurance Licensed
View more
Zachary Spero, CFP<sup>®</sup>

Zachary Spero, CFP®

Registered Client Service Associate