wealth planning

Understanding each client's unique situation and goals to develop a personalized strategy to help them achieve wealth creation. Our team of industry-experienced professionals are dedicated to actively managing our clients' wealth while implementing compliant risk management strategies with an individualized approach to wealth planning. By focusing on alternative investments and tax-advantaged strategies, we can unlock new opportunities for wealth creation and portfolio diversification.

The St-Georges Group offers wealth management services in Montreal. As Investment Advisors with Assante Capital Management Ltd., we address all aspects of your financial well-being, from investments and insurance to tax and estate planning, through wealth management strategies and integrated wealth planning to help you make the right decisions.

Tax Preparation Companies in Dorchester, MA

America United Wealth Planning specializes in retirement and estate planning. We serve the Greater Chicago area and its surrounding suburbs. Several of the services we offer includes Income Planning, Social Security Planning, Trust, Powers of Attorney, Living Wills, and Long-Term Care Planning. Our office is located conveniently off the 290 express way on Golf Road in Schaumburg.

Belice, Inc. is a boutique law firm specializing in corporate, venture capital, real estate and wealth planning matters. Its attorneys have previously worked at large international law firms and have significant experience and knowledge in global legal transactions, as well as real world business experience from their own entrepreneurial ventures or serving as general counsel to various entities. Our experience is second to none while being able to provide services at a fraction of the rates our attorneys previously charged at the larger law firms. Our Firm’s size enables us to provide nimble, efficient and specialized attention to each of our clients and together with our global experience allows our Firm to be positioned to uniquely address our clients’ needs to achieve their goals with an efficiency few firms can match. We take pride in finding creative yet practical solutions for our clients while addressing their needs in an efficient and cost effective manner.

Brown Smith Wallace is one of the Midwest regions most prominent locally owned public accounting firms. Brown Smith Wallace is the only CPA and business consulting firm that makes A Measurable Difference for its clients by delivering six measurable differences, which include providing a guarantee in writing. We also provide many of the St. Louis areas largest companies with those value-added consulting services such as employee benefit plan audits; captive insurance company services; internal audit, IT audit and other related risk services; litigation support, valuation and other financial advisory services; and specialty tax services such as family wealth planning, state and local taxes, including sales and use tax consulting, credits and incentives, property tax and international tax services.