Our services

PWG Estate Planning

Now, more than ever, it is essential to create a sound estate plan to protect your hard-earned wealth and its succession to your heirs. Our estate planning professionals provide will and trust services, estate tax advice, POA and healthcare proxy services, deeds, Medicaid planning, pooled income trust and legacy planning. Our goal is to ensure the safety of your assets and reduce the burden on your successors.

Areas of Specialty

Will and Trust

Plan for your estate and the protection and transfer of your assets with our will and trust services.

POA and Health Care Proxies

Establish power of attorney and/or health care directives to make decisions on your behalf should you become unable to do so yourself.


Ensure seamless transfer of property by creating a deed to verify ownership.

Medicaid Planning

Create a plan for your future healthcare needs by re-structuring assets and preparing documents for future submission for Medicaid services.

Pooled Income Trusts

Develop a plan for your excess assets to ensure eligibility for future Medicare and healthcare needs.

Legacy Planning

Prepare for the transfer of assets to your beneficiaries by working with advisors who understand the full scope of your estate goals.

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PWG Financial

We have much planned for the future, working with great clients and continued software development. If you'd like to join our team, then we'd also love to hear from you.

Speak to a financial wealth partner today

(888) 431-9794

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