Professional Trust, Estate, and Wealth Preservation Services
Protecting and managing wealth has never been more important as the baby boomer generation passes their accumulated wealth on to the next generation. To address these ever increasing needs, MHP has developed an extensive Wealth Management practice focused on financial succession planning, asset accounting, and preservation and trust advisory services. Our Wealth Management staff includes estate and trust tax specialists who are well versed in the management of assets to minimize the impact of income and estate tax obligations. We work closely with investment advisors and attorneys to ensure that long range plans are attainable and secure.
In order to establish a holistic understanding of your financial life, assets, liabilities, net worth and risk exposure, along with your dreams and obligations, your Wealth Management advisor will conduct an initial assessment of your financial world. Your Wealth Management advisor will help you prioritize your desires and reach your goals by addressing the following:
• Helping Family - care of children and parents, providing education
• Protecting Lifestyle - family security and protecting business
• Achieving Financial Comfort - generating income and minimizing tax
• Planning Retirement - managing wealth and change to fully enjoy a changing lifestyle
• Building a Legacy - wills, preserving estate, giving and living a legacy
"We exercise a duty to apply the highest ethical and professional standards, skills, and good judgment on behalf of our clients, and to safeguard each client's confidentiality," shared Jane Moran (right), Managing Partner at MHP and head of our Wealth Management Department. As a Trust and Estate Practitioner (TEP), Jane consults on estate and gift tax issues. She has developed highly sought after expertise in high wealth trust management. Other areas of expertise include fiduciary matters, individual income taxation, business tax planning, including corporate and partnership issues, and accounting for high wealth investments.
Wealth can bring a measure of freedom, comfort, and security. It can enable great dreams, hopes, and legacies. But it also brings great responsibility and obligation.
MHP Wealth Managers are able to help you achieve your vision and meet those obligations. Contact us today at 307-634-2151 or visit our website at www.mhpllp.com.