Family Wealth & Generational Planning
We’re here when you need us
Family legacy planning is about more than passing down wealth or creating estate documents — it’s about building an investment strategy designed to support generations to come. We help families create disciplined portfolios while preparing the next generation to understand, manage, and steward that wealth responsibly.
Our role is not only to help you build and protect wealth, but to help care for the people and future it was meant to support.
Our team brings together specialists in wealth management, tax strategy, retirement planning, and estate planning — working seamlessly within one coordinated office to serve families across generations.
We take a comprehensive approach to managing wealth, aligning every aspect of your financial life to help you prepare for retirement with confidence and to protect what you’ve built along the way. From creating sustainable income strategies to navigating tax-efficient transitions into retirement, our planning is designed to support the lifestyle you envision today while preparing future generations for tomorrow.
Through long-term partnership and proactive guidance, we help families preserve opportunity, strengthen legacy, and thoughtfully transfer wealth in ways that reflect their values and goals for generations to come.
“Being a beneficiary has unique advantages and challenges. By working together, we are able to find more opportunities, and plan much more proactively, which can help to prevent and avoid mistakes, rather than having to solve problems later on.”
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Robert D. Chatterton
Our In-Depth Planning Offerings
Asset
Titling
We ensure your assets are titled correctly and help you decide which trust is right for you
Estate Plan Coordination
We work closely with your estate planning attorney to support strategies designed to help avoid probate challenges and promote tax-efficient wealth transfer to beneficiaries.
Legacy
Planning
Should the unexpected occur, we work alongside your spouse and children to help them navigate important financial decisions and provide steady guidance.
Our Team
Arrash Zare
Financial Planner, CFP®, ChFC®, CLU ®, WMCP®, RICP®, BFA™, CPFA®, NSSA®
Teresa De Luca
Director of Wealth Management, ChFC®
Trey Chatterton
Financial Planner, CFP®, ChFC®
Madison Sato
Client Account Manager
Let Us Help You Build Your Legacy
Our comprehensive estate planning services can help provide financial security for generations to come. Contact us today to get started.
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