About You

Every family is unique.

Each family's situation is a unique collection of decisions made over the years. We work closely with your tax and legal counsel to form a team working for your future success. If you are responsible for the financial affairs of another (such as a parent or disabled relative), contact us to learn more about your fiduciary role.

Select a topic to learn more:

Retirement

Everyone needs a game plan for retirement. A well-designed plan brings peace of mind and clarity in these uncertain times. Even a well-designed plan, however, can fail if the wrong investments are selected. For over 25 years our investment strategies have helped clients weather turbulent markets.

Lump Sum Event

Receiving a large sum of money - from events that may include selling a business, getting an inheritance, or going through a divorce - may provide a once-in-a-lifetime opportunity to secure your financial future.

We can help by:

  • Teaming with your tax advisors and legal experts to best manage this significant life event.
  • Working with you to develop an investment strategy to realize the full potential of this windfall.

Estate Planning

How would you like your legacy preserved? We know how hard you have worked to attain your success, and how important it is to plan for future generations today. Allow our 30 years of estate planning experience to work for you.

Charitable Giving

It's thrilling to get the chance to give back - whether it's through establishing a donor-advised fund, matching gifts with retained benefits, or lump sums to the charity of your choice. The Wealth Advantage Group can help you make sure you're initiating the right strategy to get the most out of your contributions.

The "Devastating Ds"

We realize life is full of obstacles, and every family might need to address a number of the "Devastating Ds":

  • Premature Death
  • Disability
  • Debt
  • Divorce

We do not sell products, and offer an independent insurance review for our clients. Visit our contact page and let us know how we can help you.