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Estate and Legacy Planning

Preserve and transfer wealth to the next generation.

The legacy you've built is a testament to your hard work, and we understand the importance of maintaining it. 

 

Estate and legacy planning requires continuous monitoring and attention. Whether you have a young family and a thriving business, or you’re already retired, we can help you answer these questions:

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What’s the plan for the future of your business? 

What are your wishes for your children and grandchildren after you pass on? 

Will your estate plan resolve or cause family conflicts? 

What is your philanthropic vision?

Whether you are looking to map out your retirement, create a charitable giving strategy, or review your estate plan, Fernandes & Charest Wealth Management can help ensure your long-term vision is honored.

 

Fernandes & Charest Wealth Management

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1140 State Road Westport, MA 02790 | (508) 636-6556 | www.fernandescharestwm.com

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Investment advice offered through Integrated Partners, a registered investment advisor, doing business as Fernandes & Charest Wealth Management, along with its investment advisor representative, Matthew Neville.

 

Fernandes & Charest and its individual partners, Johnny Cordeiro and Otto W. Schleinkofer III, are solicitors to Integrated Partners and are not registered investment advisors. Solicitors do not provide investment advice and are compensated solely for their referral services but are otherwise unaffiliated with Integrated Partners. Click here for copies of the firm’s ADV, CRS, and solicitor disclosure statement.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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