Peterson Sullivan has years of experience assisting high net worth individuals and families in developing comprehensive plans to help grow and preserve their assets. Our goal is to create and implement comprehensive wealth management plans designed to preserve wealth and minimize wealth transfer taxes. We accomplish this by developing original alternatives to protect the financial and personal rewards you and your family have achieved. Rest assured that the Peterson Sullivan team has the talent to provide individualized solutions that meet your financial goals now and in the future.

Our Wealth Planning Services Include:

  • Developing and implementing strategies to minimize estate, gift, and transfer taxes
  • Implementing successful estate plans
  • Structuring charitable giving strategies
  • Delivering tax compliance services for estates and fiduciaries