An inheritance is always accompanied by a loss and the financial decisions
that must be made during this emotional time can be overwhelming.
A Trusted Advisor
As your advisors, we know your financial situation better than anyone else. It is important to look at how new funds and investments integrate with your existing portfolio. It can be overwhelming to sort through the paperwork and legal maze during this emotional time. Inherited accounts take special documentation to open. We can help you through the process and make sure the new investments fit into your financial goals and objectives.