As part of our process, we help you first focus on the big picture of what you want to see happen with your assets, family, business, and charities. We believe that prudent estate planning starts with knowing what is in the hearts of our clients. While our wealth transfer process addresses the goals of maximizing wealth to your heirs and minimizing taxes, we help you address key questions such as:
After we understand your underlying purpose, we then learn the hard facts about your holdings. Working in tandem with you and your other advisors, our team crafts customized solutions to help mitigate transfer taxes, while making sure the provisions in your wills and trusts match what is in your heart. Depending on your specific needs, our plans include:
W137N6164 Weyer Farm Court
Menomonee Falls, WI 53051
E: Rosie.mathers@pwadvisers.com
E: Robert.mathers@pwadvisers.com
T: 920.420.2542
SECURITIES OFFERED THROUGH VALMARK SECURITIES, INC. MEMBER FINRA, SIPC. INVESTMENT ADVISORY SERVICES OFFERED THROUGH VALMARK ADVISERS, INC. A SEC REGISTERED INVESTMENT ADVISOR, 130 SPRINGSIDE DRIVE, AKRON, OHIO 44333. 1-800-765-5201. PRIVATE WEALTH ADVISERS, LLC IS A SEPARATE ENTITY FROM VALMARK SECURITIES, INC. AND VALMARK ADVISERS, INC. CUSTOMER RELATIONSHIP SUMMARY (CRS)
