It is our belief that true comprehensive planning involves not only your finances but also encompasses aspects of wealth management that include areas such as tax and estate planning. 

While we do not prepare taxes and legal documents, our team of advisors has the experience and understanding to provide you with sound guidance and recommendations. Often, we collaborate with either your chosen professionals or help find the best professionals to partner with to address more complex or specific needs.

Whether it is a strategy to handle concentrated stock positions, create tax diversification, organizing your accounts to distribute to heirs properly, preparing for disability or more – we have found that by asking the right questions and listening to your answers, we can add value as your advocate in the design and eventual execution of all your wealth planning efforts.

Contact us today to learn more about our tax and estate planning process.


Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.