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Estate Planning

“ A dream doesn’t become reality through magic; it takes sweat, determination and hard work.”
– Colin Powell

Creating a Legacy

Everyone has a vision of a personal legacy. We help you create a living legacy to carry out your vision. Whether through gifting strategies for families, philanthropy through charitable trusts or succession strategies for business owners, a living legacy carries on your success. WealthWise Financial Services delivers personalized strategies that embody the values of integrity, competence and care.

We provide you with hands-on advice and integrated strategies through:

  • Financial and Retirement Planning
  • Comprehensive Wealth Management
  • Legacy and Estate Planning


Understanding your current financial picture and the options available to help you reach your goals are important components for making wise investment decisions. Our team helps you focus on where you are now, where you want to be and what steps you need to get there.

Achieving your goals is an on-going process. To that end, we combine financial planning with wealth management so that we can adjust to any changes in your financial situation and the economic environment. We help you continue down a disciplined road in order to create and realize your personal legacy.

*WealthWise Financial Services and LPL do not provide legal advice or services