What We Do

You and your family have worked hard to accumulate your wealth. At Envisage Wealth Advisors, we work hard to help you grow it, protect it from excess taxes and other risks, design retirement income streams to support your lifestyle, and pass on tax-advantaged wealth to your loved ones and charities. Are you looking for help creating your estate plan? Do your parents need advice on their estate planning? We can assist you with these important decisions to help you achieve your tax-advantaged wealth transfer goals. We can work closely with your estate attorney and tax professional or connect you with an experienced estate attorney and CPA from our network to help ensure your estate planning strategies align with your unique situation. We also have access to innovative insurance solutions that can be integrated into your estate plan—often providing tax- and probate-free benefits. We will work alongside your estate attorneys and extended family to help ensure your legacy wishes are clear and legally documented.