Create
Your legal and estate planning documents.
Strategic partner · Estate planning
How we use
Wealth.com.
Creating, reviewing and amending the documents that protect your estate.
In Loren’s words
Legal firepower,
made simple.
Loren ShermanFounder & Financial Advisor
Wealth.com arms us with the legal firepower to help clients create, review, and amend their legal and estate planning documents to help protect their financial future, and preserve estates for the next generation.
It also helps take complex legal language and simplify things in a visual, easy-to-understand format.
Your legal and estate planning documents
Protect your future.
Preserve your estate.
For you today, and for the next generation.
Review
What you already have in place.
Amend
What needs to change.
A question we help with
How do I avoid probate and protect my assets once I’m gone?
Part of doing proper planning is making sure your legal documents are in order. We can help you choose what is needed, then help you set them up and maintain them going forward.
See what we help with
Our strategic partners
Personal guidance.
Thoughtful resources.
Specialist knowledge and technology help connect the details, so the conversation can stay focused on you.
TIFIN Wealth
Investment insight
Tools that connect risk, portfolio analysis, and planning conversations.
Holistiplan
Tax planning
Tax-return analysis and scenario modeling to inform forward-looking decisions.
Right Capital
Your financial picture
A connected view of cash flow, retirement scenarios, and the details of your plan.
CreativeOne
Education & engagement
Support for educational events, podcasts, webinars, and client experiences.
RIA in a Box
Compliance support
Support for regulatory requirements, supervision, and license renewals.
The people behind your plan
Our Team
Meet Loren and the specialists who work on your investments, taxes, insurance and Medicare.
Your next best step
Let’s start
a conversation.
A chance to meet, share what matters to you,
and see whether we’re the right fit.