“I want to control my property while I am alive, take care of me and my loved ones if I become disabled, give what I want, to who I want, when I want and how I want, and to the greatest extent possible save every last tax dollar, professional fee and court cost possible.”
Wealth Strategy Group provides innovative and effective wealth preservation solutions based on an independent, comprehensive, interdisciplinary and holistic approach.
We have over 75 years of combined experience in providing personal planning advice to successful business owners and wealthy families. This experience encompasses all aspects of the wealth planning process, with particular focus on estate planning, asset protection, taxation, transition and exit strategies, all with the objective of having our clients pay the least amount of tax, professional fees and court costs.
Our services are provided on a quoted fee basis.