Estate and Legacy Planning

Maximize Your Impact On The Future

Estate and legacy planning with an experienced wealth management firm can maximize your impact on the future. Effective estate and legacy planning manages your assets and affairs in the event of your death or incapacity and helps to deliver your vision for a lasting impact on the world.

It is essential to start estate and legacy planning early to have enough time to make informed decisions,
ensuring your wishes will be fulfilled

When partnering with Ovisto™ Wealth Management, you gain the following:

Peace
of Mind

Peace of mind knowing that
your affairs are in order.

Efficiency

Efficiency through a well-crafted estate plan that ensures your assets are distributed efficiently and according to your wishes.

Tax
Savings

Tax savings from an estate plan approach that work to minimize your tax exposure.

HOW CAN WE HELP?

Ovisto™ Wealth Management helps you achieve your financial goals, whatever they may be.

Whether you're saving for retirement, planning for your children's education, or growing your business, we'll work with you to create a personalized wealth management strategy that aligns with your unique needs and vision. To help do this, our services include:

Asset Allocation Strategies

We help you diversify your investment portfolio to reduce risk and strive to maximize returns based on your risk tolerance and long-term goals.

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Business Owner Planning

We help business owners manage their complex wealth challenges and opportunities – including business finances, asset protection, and exit planning.

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