LEGACY PLANNING
PROTECT WHAT MATTERS
OUR APPROACH
Legacy planning is about far more than just writing a will. We work closely with your estate-planning attorney to design a clear, tax-efficient roadmap that protects your wealth, minimizes estate and inheritance taxes, and ensures your assets go exactly where you want—whether to your spouse, children, grandchildren, or favorite causes. We model different scenarios, stress-test the plan against life changes, and update it as your family and goals evolve, so your values and your wealth are transferred smoothly, privately, and with the least possible leakage to taxes or probate.
ABOUT WELLER CAPITAL
Weller Capital is an independent wealth management firm focused on helping pre-retirees, retirees, and families navigate major life and financial transitions. With no proprietary products or sales quotas, our advice remains fully aligned with your best interests. We combine disciplined planning, tax-efficient investment management, and personalized guidance to help you make clear, confident decisions at every stage of life. Our clients value our proactive communication, thoughtful process, and commitment to long-term financial well-being.