New and changing tax laws aimed at the wealthy are continually at the forefront of regulatory debate. Preserving wealth has never been so important and such a challenge as it is now. It is of absolute importance to have a tax and planning advisor on your side to help build, preserve, manage, and transfer your financial legacy.
Our professionals have more than 70 years of assisting clients in managing assets, tax planning, business succession, retirement planning, and estate, trust, and gift tax planning. We specialize in creating tailored strategies that address complex tax issues and can integrate comprehensive wealth management with our DWC Wealth Advisors team, giving clients full access to expertise in all things financial to support their lifestyle and legacy goals.