Wealth management is simply explained as the supervision of an individual's assets and property to avoid unnecessary taxes, maximize the value of the estate, and preserve it for future generations. Wealth management can encompass all aspects of an individual's monetary well-being including financial and investment advice; tax, income, and accounting services, in addition to all estate planning matters.
Attorneys who provide wealth management services generally specialize in a variety of estate planning areas. The legal team at Wollman, Gehrke & Associates, P.A. has a broad range of expertise in this intricate area of the law. One attorney at our firm is Florida Board Certified as a Wills, Trusts & Estates attorney and holds a Masters Degree in Taxation. Another attorney also has a Masters Degree in Taxation and was recognized as a “Florida Super Lawyer,” in the category of Estate Planning & Probate, for five consecutive years. One Managing Partner specializes in real estate law, while another focuses on probate administration, trust administration and elder law. The Martindale-Hubbell Law Directory honored these achievements with an AV-rating, the highest rating available which signifies both superior legal ability and professional ethics.
When you contact our firm, a knowledgeable estate planning attorney will review your current and assist in the pursuit of solutions that meet your needs and reflect your personal objectives. Making effective short and long-term wealth management plans today is the best way to protect your legacy for future generations.
Whether you need financial advice regarding assets, real estate or other investments or help establishing trusts or wills, it is essential to make proper preparations in advance and ensure your affairs are in order. Do not leave tomorrow up to chance; the time to about wealth management is today. Then enjoy the peace of mind which comes with the knowledge that your loved ones will be protected financially and all wishes regarding your estate will be implemented.
With over 50 years of combined experience, our legal team understands that each client is unique, with different objectives, plans, and circumstance. Our attorneys recognize this and have helped countless families formulate successful personalized wealth management strategies and estate plans. These are the qualities that have made Wollman, Gehrke & Associates, P.A. the preferred law firm it is today.
CONTACT OUR FIRM TODAY to schedule a confidential initial consultation regarding wealth management strategies and maximizing the value of your estate for heirs.