Clients

Professional Advisors

Planned Giving Services

Wealth & Legacy Partners

Collaboration to ensure a coordinated financial plan 

ICON Wealth & Legacy Partners is a collaborative planning firm comprised of experienced professionals with more than 40 years of experience. We provide advanced planning strategies and solutions to the affluent marketplace working primarily with closely held business owners and real estate entrepreneurs.

We ensure the creation of a coordinated financial plan through collaboration with the client's key advisors including the CPA, attorney, insurance and investment professionals. Once we have identified any areas of need during the comprehensive planning process, solutions are determined and implemented.

 

Our 6-Step Approach

 

 

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Professional Alliances

Cabo Sport Fishing www.redrumcabo.com

Bolton & Company www.boltonco.com

ProVisors www.provisors.com