Estate Planning Strategies

How would you like to protect and provide for future generations? No matter the complexities of your unique family dynamics, we can help draft a plan designed to provide financial security and a seamless transfer of assets to your heirs.

*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state

You've worked hard. Let's protect your assets and legacy

We’re committed to helping you ensure that the legacy you leave behind will take care of your beneficiaries or give back to organizations dear to your heart. Our team will work with your counsel and successor trustees to distribute your assets in accordance with your wishes. We’ll work to minimize administrative issues and honor your family’s privacy. Estate planning is for everyone – not just the ultra wealthy – and we’re happy to connect you with an attorney that’s right for you.

Let's Make a Plan

Our Values


You’re entrusting us with your finances, and we honor that. We pride ourselves on transparency and accountability in all that we do.


We are proud of what we can do for our clients and love the work that we get to do. Your goals are our goals.


From start to finish, we are in it for the long haul. We’ll ride the market waves with you and stay focused on the long-term.


We are caretakers of your assets, and our community. We intend to leave them better than they were found.


We are here to help make your life easier. We do what we do so you can feel confident in knowing your goals are prioritized.

Long-Term Lens

We use a long-term lens and think decades ahead. We constantly ask ourselves how we can make life better for our clients and our community.

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