Wealth for Generations to Come
Our team of advisors will help you fulfill your most important financial goals, even after you’re gone. Estate planning is a vital component of our financial planning process: whether you are leaving a legacy or are implementing charitable wishes, Assante’s critical estate planning allows your wealth to offer perpetual comfort.
Through careful terminal tax planning and review of wills/POAs, we ensure that your life’s work is passed on with complete efficacy.
Safeguarding Your Family, Legacy & Values
Our holistic approach to your financial plan encompasses all aspects of your lifetime goals and beyond. Your home provides great equity that can help enrich your family and aspirations. We implement critical planning at every step of the process through the following:
- Review of wills/POAs
- Cohabitation agreements
- Trusts
- Legacies
- Charitable giving
- Terminal Tax implications
- Life insurance to protect estate
- Gifting
- Family meetings
- Intergenerational transfer of wealth
How We Help
Financial Planning ›
We monitor, review and adjust every aspect of your portfolio.
Retirement ›
We are here to help you thrive today and build comfort for tomorrow.
Estate Planning ›
Providing comfort and a place to call home for generations to come.
Learn how we can align your wealth, values & dreams
We are a holistic financial advisory firm with a deeply rooted, evidence-based approach to wealth planning and investing.
