We integrate.

At ProjectWealth, we know that tax efficiency helps achieve goals faster, and a successful retirement requires proper estate planning to ensure you create and preserve the legacy you desire. Through our attorney partnerships or your own attorney relationship, our goal is to ensure you have an intelligent estate plan structure in place to help you minimize probate expense, estate taxes, and to protect your wealth for future generations.

And as tax law changes, likely will your tax liability. To ensure you reach your savings goals, we focus on tax planning, which includes a detailed review of your tax returns while leveraging our expertise of your tax advantaged opportunities. With our integrated tax and comprehensive estate planning analysis to protect your money, we’ll enhance efficiencies and give you the peace of mind you deserve. By integrating tax planning, we achieve: