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Focus on the things you love and leave the planning to us. 

Specialized Planning for

Entrepreneurs | Widows & Divorcees | Corporate Executives | Retirees | Families | Professionals & More

For individuals, families, and organizations, we help to build, preserve, and protect your wealth. In every stage of life, from starting out in your career to figuring out complex stock options, or diligently saving for retirement, to funding the education of your children and grandchildren, we want to help you make choices you’ll be proud of decades from now.

If you’re a self-employed entrepreneur, you might be more concerned with the finances of your business. Minimizing your taxes and protecting your assets play an important role in the long-term success of your enterprise. Let us help guide you in these decisions so you can not only take care of yourself, but also your employees and the legacy of your business.

Every interaction and recommendation throughout our time together is based on our relationship with YOU. The goal of our team is to help simplify the management of your wealth. We go above and beyond to connect with you and offer personalized service from The Will Group.

How Can We Help?

We have guided many clients through generations of family wealth and created strategies designed to help preserve and distribute your wealth. We focus on investments, liability management, tax efficient transfer of wealth to heirs and the creation of legacies for family members, foundations, endowments and charities.

Retirement Planning

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Estate/Insurance planning

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Tax planning

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Education Planning

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Philanthropy/Legacy Planning

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Customized Investment Stewardship

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For more information about our team and the services we offer, send us an email or call our office. We welcome the opportunity to speak with you. | (301) 360-4477