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

Scott Campbell

Scott Campbell

Financial Advisor

Associate Vice President
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Michael Pascarella

Michael Pascarella

Private Wealth Advisor

Managing Director
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Richard Brent Dvorak

Richard Brent Dvorak

Private Wealth Advisor

Business Financial Advisor
Visit Richard Brent Dvorak's website

Team

Kelly C. Roy

Kelly C. Roy

Client Service Coordinator