Servitium Wealth Management

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

Rebecca Wakefield

Rebecca Wakefield

CFP®, CRPC®, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Rebecca Wakefield's website
Dana Marie Ferrell

Dana Marie Ferrell

BFA, CLU®, ChFC®, APMA®

Private Wealth Advisor

Chartered Financial Consultant®
Visit Dana Marie Ferrell's website

Team

Chelsea Johnson

Chelsea Johnson

Practice Manager,

Chief Operating Officer

Qualifications

  • Master of Finance, Colorado State University
  • Bachelor of Business Administration in Finance, Boise State University
  • Series 7, 66 licenses
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Liam Gillman

Liam Gillman

Client Service Manager,

Administrative Assistant