This is Estate Planning Reimagined™

Bringing together wealth management and estate planning to deepen client relationships and grow your financial planning business.

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What brings you to wealth.com?

Give your clients an intuitive way to create high quality estate planning documents, legally optimized for all 50 states and D.C.

Track client progress, get key insights and notifications and integrate with your CRM.

Visualize the entire estate plan, including nuanced reports, to have more impactful conversations with your clients.

Combining best-in-class tech, AI and human expertise

SVP OF PRIVATE WEALTH MANAGEMENT
CEO OF BRYN MAWR CAPITAL MANAGEMENT

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