Financial & Estate Planning

Helping clients accumulate wealth, preserve their wealth, and distribute their wealth is very personal.  Because of this, we work closely with our clients to develop customized and proactive wealth management plans which enable our clients to achieve their dreams.  Our process is straightforward - - but most of all - - our process works.  When the BNC Wealth Management Team works with a client to develop a Financial & Estate Plan we apply a unique approach; one that is tailored uniquely to each individual client.

Trust and Estate Planning - We are also strong advocates on behalf of our clients in the trust and estate planning process, and have strong relationships with highly esteemed attorneys, accountants and other professionals who serve clients in this important area.    

Assess, Plan, Implement – We work with our clients to step back and assess their current financial situation, develop a proactive plan to meet their investment and wealth accumulation goals, and to actively implement the plan.  In doing so we draw upon any and all of our client’s other advisors including accountants, lawyers, insurance professionals and others.

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