top of page
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, OnPoint Wealth can help ensure your long-term vision is honored.

 

OnPoint Wealth​

​

62 Portsmouth Ave, Unit 11 Stratham, NH 03885 | (603) 691-5446

​

Investment advice offered through Integrated Partners, a registered investment advisor, doing business as OnPoint Wealth, and its investment advisor representatives, Wheeler Crowley and Colin Walker. 

 

OnPoint Tax & Consulting and its individual partners, Katrina Kowalski and Emily Roster,  are solicitors to Integrated Partners and are not registered investment advisor representatives. Solicitors do not provide investment advice and are compensated solely for their referral services.  

 

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

bottom of page