Business succession, transition planning
Business succession and transition are carefully planned processes. Whether transitioning out of management, ownership or both, we can help create a plan to achieve desired goals at an appropriate pace.
Estate and tax planning
Protect assets. Transfer wealth. Realize dreams. We can provide proactive tax planning and guidance on elections for gifts, estates and trusts to build a strong foundation for your financial life.
Wealth management and investment advisory services*
Understanding your long-term objectives and financial plan sets the stage for a personalized investment plan. Our team will be with you on every step of your financial journey.
*Investment advisory and/or financial planning services, if requested, will be offered by an affiliate, Wipfli Financial Advisors, LLC, under a separate engagement agreement for a separate fee. Please visit www.wipflifinancial.com for important information about the firm, its services and disclosures.