For some clients, your legacy can mean more than your assets. It’s your personal values, your belief system and memories that can carry on. Your estate plan isn’t only about your legal documents and estate tax decisions, it’s about your family.
Combined with the team of tax professionals from our affiliate firm, GreerWalker LLP, we help you navigate these important decisions. For additional information about how the GreerWalker family of firms can help, please click here.
Traverse Wealth merges with GreerWalker Wealth to offer expanded services and expertise with a client-first focus.
Same culture, same people, same process with a deeper bench of talented advisors.