Widowed, Divorced, or Inheriting

These difficult life events can leave a man or woman in a new position of financial responsibility after relying on a loved one for many years to handle the finances. We help these clients get comfortable in their new role. These individuals are common targets for financial abuse. Having us as an advocate to coordinate tax and investment services together under one firm umbrella can reduce stress, save time, and mitigate the risk of mistakes caused by miscommunication juggling too many service providers.