Financial Planning Services
Generational Wealth & Inheritance Planning
Multi-generational wealth planning is managing how wealth is transferred to younger generations. With approximately 60% of our client base being multi-generational families, we are familiar with the financial anxieties of both the current and future generation. Our expertise is here to guide a smooth transfer of wealth. By working closely with you and your family we can help identify strategies that can protect and grow your family’s assets.
Generational wealth planning can grow the value of your assets, reduce tax implications, and mitigate risk, each with the goal of ensuring a successful transition to the next generation. The Westview team is highly informed on strategies to protect and grow wealth over time so that our clients may create a lasting financial legacy for generations to come.
Generational Wealth & Inheritance Planning
Common questions from clients:
What should I consider before buying a house?
Should I buy or lease a car?
Can I afford to start a business, buy property, or go back to school?
Should I consolidate retirement accounts from former jobs?
How much should I be saving vs. paying down debt?
Fair & Balanced Disclosure: Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Neither personalized nor specialized services, nor any professional credentials or designations, should be construed as a guarantee of client satisfaction or any particular outcome. Please see our Disclosures page for additional information regarding the professional credentials and Financial Advisor Magazine third-party rating discussed herein. No portion of the firm’s services should be construed as legal or tax advice, and legal and tax topics should be addressed with the qualified professional of the client’s choosing. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.