Estate and business succession planning you’ll be proud of.

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You already have good advisors and planning. We don’t compete with either; we work with them.

We look at what’s important to you and develop a Plan with your input. Then, we implement it, with your advisors, all the way to completion.

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“As your personal navigator in business and estate planning, I offer a lifetime of experience as a G2 family member and a lifetime commitment to your Wealth Success.”

- SYD WALKER

Our process offers the best plan for your family.

Clarity for generations

A specific, actionable plan

Freedom to enjoy your life

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We understand what it feels like to worry about being prepared.

That’s why we created a 3-step process focused on your preparedness.

ASSESS

We review existing documents and current objectives to reveal gaps and what to focus on for immediate success.

ACKNOWLEDGE

We create a custom + written plan with you and your advisors based on family objectives.

ACT

You decide the objectives to implement.

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Wealth Success has two dimensions: relationships and resources. When combined, they form your completed legacy.

Most advisors focus only on your financial resources. That strategy is often incomplete. Money itself is valueless. The real value of money is how we use it - the purpose we assign. It is a means to the more important end of building wealth success.

Money is not just a goal. It’s an engine that propels you and your family forward.

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