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Delicate Fabric

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:

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 need asset titling, a charitable-giving strategy, or an overview of your estate plan, Guinan Wealth Management can help ensure your long-term vision is honored.

 

Guinan Wealth Management​

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61 E. Main St., Suite 3, Norton, MA 02766 | P.O. Box 2122, E. Falmouth, MA 02536​

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Investment advice offered through Integrated Partners, a registered investment advisor, doing business as Guinan Wealth Management, and along with investment advisor representative, Matt Donovan.

 

Cherly Guinan, KJ Guinan, Guinan & Associates CPA and its individual partners are solicitors to Integrated Partners, compensated for solicitor services, but are otherwise unaffiliated with Integrated Partners. Cherly Guinan, KJ Guinan, Guinan & Associates CPA , and its individual partners are separate entities from Integrated Partners. Cherly Guinan, KJ Guinan, Guinan & Associates CPA and its individual partners do not provide investment advice and are not registered as an investment advisor.

 

Click here for copies of the firm’s ADV, CRS, and solicitor disclosure statement.

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