As the head of your family, you may wish to help your loved ones as they pursue their version of a life well lived. At KWM Wealth Advisory, we help you integrate your legacy objectives into your overall investment plan. Our goal is to support you in passing as much wealth as possible to your loved ones, providing a legacy for generations to come.

KWM works with your CPA and estate planning attorney to implement strategies designed to reduce your estate taxes and establish trusts that help you pursue your legacy goals. KWM also helps ensure you have the necessary estate planning documents in place to meet your specific goals, including:

  • Last Will and Testament
  • Living Will
  • Irrevocable Life Insurance Trust
  • Revocable Living Trust
  • Financial Power of Attorney
  • Medical Power of Attorney

Stifel Independent Advisors, LLC and its associates do not provide legal advice. You should consult with your legal advisor regarding your particular situation.

Many people find that having an independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and the market.

Discover how KWM Wealth Advisory’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.