Wealth Transfer

What Will Your Legacy Be?

Creating and building wealth is just one part of the equation; the second part is wealth preservation. Transferring your business and financial assets intact to future generations, requires a comprehensive strategy and an expert by your side. Let the professionals of Wiebel, Hennells & Carufe, PLLC, CPA’s guide you through the process.

Our business advisors not only will develop a complete understanding of your business and personal wealth, but also are on top of changes in tax laws and emerging business strategies created by the new economy.

WH&C, CPA’s Wealth Transfer Services consultants can effectively advise you on the wide range of business and personal concerns involved in wealth transfer planning, valuation and administration. Under our guidance, wealth transfer is seamless, integrated and coordinated.

Give us a Call Today

To learn more about WH&C, CPA’s wealth transfer planning, please give us a call at 239.992.6211 or send us an e-mail, and one of our partners will meet with you for a free 30 minute consultation.