Services
Our services
Financial Planning
Creating your financial plan is akin to crafting a finely tailored suit - a symbol of your financial sophistication and confidence. At The Wealth Boutique™, we're not just financial advisors; we're the master tailors of your financial future. Collaborating with your legal and financial professionals, we design a extensive financial plan that exquisitely suits your unique needs. This isn't just about numbers; it's the art of weaving your financial narrative. We gather your data, meticulously craft your financial plan, stress-test it for resilience, and then hand you the reins. The spotlight's on you, and together, we'll create the masterpiece of your financial legacy.
Estate Planning
Welcome to the Estate Planning Division of The Wealth Boutique™. Visualize it as a master atelier for your legacy—a place where precision and care unite to craft your lasting imprint. In addition to creating wills, powers of attorney, and living wills, we are also able to offer accessible and professional trust services, including corporate trustee, co-trustee, estate administration, and special needs trusts. We can manage even complex assets such as real estate, land, farms, or oil and gas interests. We collaborate closely with you to ensure every detail is handled with skill and care. This isn’t just about documents—it’s the meticulous art of protecting your wealth, honoring your wishes, and creating an enduring legacy. Together, we’ll lay the foundation for your impact, one thoughtful step at a time.
Estate Planning Services are offered by Estate Gurus, an unaffiliated third party. The Wealth Boutique™ is not a law firm, nor are any of its employees an attorney permitted to practice law.
Trust services are provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and investment products are not deposits of or guaranteed by the trust company, a credit union or credit union affiliate, are not insured or guaranteed by the NCUA, FDIC or any other governmental agency, and are subject to investment risks, including possible loss of the principal amount invested. Members Trust Company does not provide tax or legal advice or services.
Legacy Planning
Legacy planning is a legacy of its own - a testament to your wisdom, values, and the indelible mark you leave on generations to come. When you choose The Wealth Boutique™ for legacy planning, we don't merely navigate paperwork; we embark on a journey to unearth the profound meaning of legacy for you. Whether it's composing your life story, establishing a foundation, or crafting your unique legacy legacy, we work intimately with you to bring your vision to life. It's about crafting a legacy that transcends wealth, etching your mark on hearts and minds for generations to come.