Transferring Your Wealth

While many identify leaving a legacy as among their most important life goals, research indicates that only about one-third of wealth transfers succeed after transition! Equally interesting, a common trait among those who succeed is the ability to sustain a smooth and open flow of internal communications among family members.

(Source: The Williams Group: www.thewilliamsgroup.org)

That's why we have the resources in place to assist with financial management and estate planning details, but we also offer guidance on the critical personal dynamics that represent the key to success in multigenerational wealth transition.





ABOUT US

Managing wealth isn't simply about acquiring assets. It's about you. That's why our services focus on you. Discovering and achieving what matters to you. Providing distinct solutions to address the financial complexities in your life and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do. NAM Advisors - providing tax preparation, wealth management, financial planning and 401(k) advising in McFarland, Wisconsin.