Association with Strategic Wealth Legal Advisors
I am pleased to announce my association with Strategic Wealth Legal Advisors, PC ("SWLA"). SWLA specialized in estate planning including trusts, tax planning and wealth management; trust administration and probate proceedings.
My responsibility will be to manage the legal side of Strategic Wealth handling trust preparation, trust administration and any probate proceedings that may arise during trust administration.
Further, SWLA has a separate company that does wealth management and is headed by Terry Wheeler. Terry has created a firm for asset management that give his clients access to products and programs designed for the wealthy.
You can check out all the services available at our website strategicwealthlegal.com.