I will work directly with Registered Investment Advisors (R.I.A.) to help them deliver to their clients the same expert level of advice the larger Wall Street firms provide to their clients. Working with your investment advisors, lawyers, accountants and other professional advisors I can deliver state of the art planning ideas on issues surrounding your wealth.
Cooper Wealth Strategies, LLC does not provide legal services, however, through my private law practice, I can personally address your legal needs.
As an initial step, for a nominal fee, I will (1) review and summarize all of your estate planning documents, (2) prepare flow charts illustrating the flow of assets under your estate plan, including, for married clients, on the death of the surviving spouse and (3) offer suggestions for clients to improve their estate plans which they can deliver to their estate planning attorney for implementation.
Please contact me if you would like to learn more about my services.