Professional Advisors

Planned Giving Services

Wealth & Legacy Partners

Collaboration to ensure a coordinated financial plan 

ICON Wealth & Legacy Partners is a planning firm with collaborations with many qualified professionals. The firm provides advanced planning strategies and solutions to the affluent marketplace working primarily with closely held business owners and real estate entrepreneurs.

ICON ensures the creation of a coordinated financial plan through collaboration with our client's key advisers including the CPA, attorney, insurance and investment professionals. Once areas of need have been identified through the comprehensive planning process, solutions are recommended and implemented.

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Community Foundation of the Valleys