Who are our clients?
Our clients are successful people who love their families, their children and grandchildren and want assistance with:
- Retirement income structuring and associated investment advisory services,
- Wealth transfer, Business Exit Planning*, Charitable Gifting and other legacy issues, and
- Wealth enhancement and preservation strategies.
*Exit Planning offered through third party resources.
Who is the Family Wealth Decisions Group?
Who is the Family Wealth Decisions Group?
We are advisors, and coaches to successful individuals, families and business owners, helping them make informed decisions about their wealth.
Our Mission:
is to have a significant positive impact on the lives of our clients:
- - By helping them achieve all that is important to them, and
- - By helping them reduce the risk of bad things happening.
