Regardless of why clients need wealth management strategies, Taggart Partners understands that there are emotional as well as financial aspects to the decisions. We provide a range of wealth creation and management services. 

Our estate planning services include:

• Reviewing wills
• Setting up trusts
• Planning for education and retirement needs
• Business succession planning, valuations and Buy/Sell Agreements
• Developing insurance and gifting strategies
• Preparation of estate and gift tax returns