Wealth Strategies Consulting, LLC serves the specialized planning needs of higher net worth individuals and families. We combine legal, financial, tax, philanthropic, and business matters into a unified Wealth Strategies plan. A Wealth Strategies plan allows the affluent person to:

• Solidify your control over your affairs.
• Assure the continuance of your lifestyle through tax-free conversion of paper profits.
• Protect your wealth and income from lawsuits and capricious government action.
• Eliminate or substantially reduce capital gain and income taxes.
• Manage the value of your business interests.
• Facilitate your ability to pass value, responsibility, and work stewardship ethics to your heirs.
• Eliminate or substantially reduce gift and estate taxes, generation-skipping transfer taxes, and excise taxes.
• Keep your affairs free from publicity, and the costs and delay of probate.

In short, we can bring order to your affairs and generate quite substantial tax savings while meeting your specialized objectives. We believe that our greatest challenge is communicating to prospective clients and their advisors the magnitude of what we can accomplish for them. Getting Started