Skip to main content
WASHINGTON WEALTH MANAGEMENT SERVICES
Face the future with confidence with insightful financial planning and management

There's no one-size-fits-all approach to wealth management and estate planning. We work with our clients to foster relationships built on trust by taking the time to understand their goals for the future.

Our approach changes as your needs change through the course of your life. We adapt our services, so you're able to achieve your financial goals at every life stage.

  • Trust-based Planning

    Establish a living trust for ease of transfer of assets in the event of incapacity or death

  • Will-based Planning

    Designate who you want to receive your assets without placing them into a living trust

  • Power of Attorney

    Designate an individual to make decisions and take actions on your behalf

  • College Student Care Package

    Specify the use of a trust for education, including tuition and associated costs

  • Special Needs Trust Planning

    Provide for loved ones without compromising their eligibility for government benefits

  • Irrevocable Life Insurance Trust

    Control your policies while you're alive and distribute proceeds after you're gone

  • Gift Trust

    Avoid taxes while still giving directly to beneficiaries with the use of a trust

  • Charitable Giving and Trusts

    Use a trust to benefit your loved ones and a charity at the same time

  • Estate and Business Tax Planning

    Plan for the settlement of your estate's business taxes after you're gone

  • Small Business Continuity

    Establish prevention and recovery systems to protect your business against risks

  • Medicaid Planning

    Safeguard your future health and wellness with Medicaid planning services

  • Income Tax Planning

    Ensure you're minimizing your obligation with strategic income tax planning

  • Trust Administration

    Establish advisory services to administer your or a loved one's trust

  • Probate Administration

    Get well-versed management and distribution of assets following a loved one's passing

  • Trustee Services

    Financial counseling for the responsible stewardship of inherited wealth

  • Disability Trust Administration

    Expertise for difficult-to-manage trusts

Relationship-Based Estate Planning
Creating plans that protect wealth and family values for generations through estate planning.