The professionals at MPP&W have almost 20 years of experience providing services to our clients to assist in accumulating and managing wealth. We work as a team with attorneys, trust officers and insurance counselors to develop the best strategies for your individual circumstances. Our professionals are available to meet with you periodically to design, review and revise all points of your plan. Personal and family changes or tax law changes may signal the need for a review of your plan circumstances, such as:
- Births
- Marriages
- Divorces
- Tax law changes
- Out of state moves
- Changes in estate composition
- Business changes
For more information about MPP&W’s Wealth Management services, call (314) 862-2070. Or, e-mail dwalther@mppw.com.