Guidant Wealth Advisors is set to offer a comprehensive inheritance management service.
Guidant Wealth Advisors believes that an important step in the inheritance process is taking a step back and getting professional advice. Guidant understands that an inheritance has the power to influence the rest of a client’s life.
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Ideally an inheritance is integrated into a client’s life to assist them in achieving their long-term financial goals. Since opening its doors to Chicago’s northwest suburbs in 1993, Guidant has served as vigilant guides assisting clients to make sound decisions about their wealth and legacy.
Frank T. Patzke, CFP is the President at Guidant Wealth Advisors, a Registered Investment Advisory firm. Based in Palatine, Illinois and serving the surrounding communities including: Arlington Heights, Barrington, Northbrook and a nationwide client list, the firm is comprised of eight individuals and serves over 250 clients.
Patzke said:"We understand that inheritance management is a significant service for anyone that inherits wealth and is facing conflicting financial and emotional responses. Our inheritance management expertise aims to assist them into a smooth transition with sound financial decisions and a long-term view of their financial goals."
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