![Jeff Halpern CPA, CA, TEP](mediahandler/media/164387/Halpern_ Jeff_1477x1477_(1477x1477).jpg)
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
![Bob Izatt](mediahandler/media/164390/Bob Izatt Photo_1477x1477_(1477x1477).jpg)
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
![James Craig](mediahandler/media/164429/James Craig Final_2340x2340_(2340x2340).jpg)
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.