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Exceptional at every level

Work with a nationally recognized advisor network of knowledgeable, experienced professionals, who can examine your current planning strategies and offer well-researched solutions to help you optimize your financial goals.

Choose the right Financial Advisor for you.

Glen Wagstaff

Glen Wagstaff

Co-Founder

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Jacob Stewart

Jacob Stewart

Multi-Jurisdictional Planning

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Gerry Kane

Gerry Kane

Benefits Planning

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Ray Ramirez

Ray Ramirez

Benefits Planning

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A Little About Us

We are the largest estate planning network in the world, and our entire focus is helping you protect your present, preserve your future, and leave a lasting legacy.

51+

International Awards

From several publications - including Best US Estate Planning Law Firm

140+

Network Attorneys

Attorneys licensed across the United States and International

42+

State Licenses

With an expanded network to provide services in all 50 States and 12 countries

12+

Languages

Including Spanish, Portuguese, Chinese, Vietnamese, French, Korean, and others

CHECK OUT SOME OF THE WAYS WE CAN HELP YOU

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