CONNECT

Address:

10 Wright Street, 2nd Floor
Westport, CT 06880

Phone:

203.222.4951

Fax/Other:

203.222.4962

Estate Planning and Wealth Transfer

 

Building a lasting legacy takes more than simply accumulating a large portfolio.  Cedar Point Financial Services LLC can design and execute tax efficient estate transfer strategies to maximize multi-generational wealth.  

We help families who wish to pass down a legacy to future generations through this sensitive estate planning process.  And, for our clients that are also business owners, we offer integrated business succession strategies and estate planning services.  We will work together with your tax and legal team to create and maintain a seamless plan with the goal of protecting and preserving your hard-earned wealth.  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck