TRUST CREATION & ADMINISTRATION

Full service estate planning through our partner firm, Compass Legacy Wealth Advisors.

Compass Legacy Wealth Advisors is a sister firm of Paracca Wealth Advisors. The attorneys and partners at Compass Legacy Wealth Advisors can create, administer, and manage your trust and or will. This creates a truly holistic experience for clients as all of their financial needs are in one place with a firm that they can trust. No more dealing with attorneys on your own - we've got you covered.

If you or someone you know are looking for a true connection with an advisor that is just as invested in your life as you are, give our office a call at the number below.

GET IN TOUCH!

Contact us for a free review of your current portfolio and financial picture.