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Wealth Planning & Transition

At the Gerrish & Sicina Wealth Management Group we understand the importance of multigenerational planning and our experience positions us to address our clients’ needs when leaving a legacy. The potential impact on a family unit as a result of poor estate planning can have lasting ramifications. We work collaboratively with clients’ preferred estate planning attorneys and CPAs to help maximize gifting, charitable contributions, and wealth transfer planning. Furthermore, we have the ability to draw on national resources and access high caliber estate planning specialists* through our home office to address complex planning strategies for high net worth clients. Understanding our clients’ goals and unique family dynamics helps us to address their objectives in the most professional manner.

* Wells Fargo Advisors does not provide tax or legal advice.  Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.