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You built your wealth, now plan your legacy! We work with our clients to ensure their Estate Plan is consistent with their wishes, desires, and objectives. While we are not licensed attorneys, our team has experience and knowledge with estate planning. At PCA, we have the tools to help you have vondience in your estate plan.
Trusted and vetted Estate Planning attorney relationships
Document review of Estate Plans
Wealth.com partnership that assists in the preparation, creation, and upkeep of your Estate Planning documents. We provide you with access, as a complimentary service to our clients. (click here to learn more about the benefits and values of our partnership)
First, we get acquainted in a 30-minute Zoom. We will discuss your experience with our industry, listen to what outcomes you are seeking, share the steps in our Fiduciary process, and how we are compensated. Connect with a PCA team member to learn more about what it looks like to work together:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Ed Slott is not affiliated with Private Advisor Group and does not endorse Private Advisor Group or any investment advisor representative associated with Private Advisor Group
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Barron’s “Top 100 RIA Firms” is based on assets managed, technology spending, staff diversity, succession planning and other metrics. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking. Barron's publishes these rankings annually, most recently in September 2023.
Schedule a 30-minute Zoom to get acquainted with a PCA Wealth Manager. The focus of this discussion is for us to learn more about your unique objectives and life goals.
Schedule a Discussion
