Estate and Legacy Planning

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:

of Mind

Peace of mind knowing that
your affairs are in order.


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


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


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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Estate and Legacy Planning

We work with you to preserve and transfer your wealth to future generations while minimizing taxes and supporting your philanthropic goals.
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Retirement Planning

We help you maximize your savings and generate retirement income so you can enjoy your retirement years to the fullest.
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Risk Management Strategies

We conduct a comprehensive risk assessment and develop a plan to mitigate your risks and protect your wealth.
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Turn Vision Into Reality