Planning for a <span>comprehensive</span> transfer of wealth

Planning for a comprehensive transfer of wealth

Whether you have a current estate plan or are considering the benefits of creating one, we extend our services to ensure you are fully prepared. If you have a current estate plan, we’ll work closely with your Estate Planning Attorney to make sure it’s up-to-date and structured properly to protect you, your family, and your wealth. Planning for a comprehensive transfer of your wealth is critical to the future of your loved ones or your chosen beneficiary. There are many elements to consider in the transfer of your assets, and together, we evaluate all potential strategies that will best serve you, your loved ones or your beneficiary of choice.

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Managing Partners

You deserve to know that you matter and what you’re striving for is achievable with disciplined, tactical strategies, and a dedicated team of advisors who are committed to you and your future. To us, being your advisor is more than just managing your wealth, it’s being your confidant and constant pillar of sound advice throughout every stage of your life.

<strong>Sathya Chey<br/></strong>CFP<sup><span>&#174;</span></sup>, CDFA<sup><span>&#174;</span></sup>, CSRIC<sup><span>&#174;</span></sup>, MBA

Sathya Chey
CFP®, CDFA®, CSRIC®, MBA

Managing Partner, Wealth Advisor

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<strong>Steve Carlsen<br/></strong>CSRIC<span><sup>&#174;</sup></span>

Steve Carlsen
CSRIC®

Managing Partner, Wealth Advisor

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