Retirement & the Day After
Our retirement expertise takes the uncertainty out of legacy planning so you can have peace of mind about your future.
Wealth Management
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Our unique approach to wealth management is informed by a comprehensive approach to risk management and a deep understanding of the markets’ underlying economics.
Tax Strategy
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Our tax experts will help ensure your portfolio is optimized for the best after-tax outcome.
Estate Planning
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With the help of the professionals at Sherrow, Marshall, & Shrader, we will come alongside you to plan for posterity.
Resources
Learn more about our services!
Ready to get started? Contact Rachel Poole: rachel@blacksummitfg.com