Wealth Planning

Mother and daughter gardening

Create a clear path for your
financial future

Custom solutions, strategies, and advice that meets you where you are

Take advantage of one of the largest and most experienced wealth and planning teams nationwide to make informed decisions with confidence, track progress towards your goals, and meet your changing needs over time. Whether you need strategic advice or in-depth analysis to address a specific issue or the complexities of your full financial picture, your credentialed wealth planner can provide consulting and help create a custom plan focused on building your assets, preserving your wealth, and leaving a lasting legacy.

photo US Capitol

2021 Tax Planning Guide

Includes 2021 tax rates, legislative updates, key dates, and strategies to consider throughout the year.

Explore the guide

Michael Liersch, Head of Advice and Planning

When to transfer wealth

Hear from Head of Advice and Planning, Michael Liersch, as he talks about transferring wealth when it can make the most difference.

Watch now

Extensive planning and advisory services

Wealth planning is a personal, collaborative experience based on a deep understanding of what's most important to you and your family. No matter where you are on your financial journey, we can provide guidance on a range of issues across your entire balance sheet, including:

  • Plan for your current and future cash flow needs through what-if scenarios and probability analysis
  • Assess wealth transfer, lifetime and charitable gifting, and other estate planning strategies
  • Protect your assets and manage risk through proper entity structures, titling of assets, insurance, and income replacement strategies 
  • Evaluate your business transition options and develop a succession plan
  • Review your options for managing concentrated positions and executive compensation
  • Consider the impact of income, estate, and transfer taxes on your wealth plan
Start building a path to your financial future today. Request a Call