Whatever you envision for your wealth, it’s important to have professionals around you who share and support that vision. That starts with a team. Working with experienced financial, tax and legal professionals can help you translate your goals into a living plan that can support your vision well into the future.

Here’s a look at the key advisors who deserve a spot on your wealth roster, as well as other experts who can offer specialized guidance tailored to your unique planning needs.

The keystone of your wealth planning team, your financial advisor will craft and maintain an interconnected financial plan focused on meeting your current needs and long-term goals.

Relatability and reliability
Wealth planning is as personal as it is technical, so it’s important to work with an advisor whose ability and insight you trust.

Sophisticated skill and support
Your advisor should offer broad knowledge and full-scale resources to identify and implement appropriate investment and wealth management strategies.

Objectivity
Financial plans shouldn’t be one-size-fits-all. Look for an advisor who is free to prioritize your best interests and make recommendations accordingly.

With an eye for detail and a future focus, your estate planning attorney will oversee trust and estate planning – including long-term care, end-of-life and wealth transfer considerations.

Trusted reputation
Seek recommendations from loved ones, your financial advisor, professional associations, or even the state bar association to help you identify candidates.

Specialization
Because the laws governing trusts and estates differ by location and change over time, it’s important to engage counsel who specializes in this unique area of the law.

Accreditation and experience
Your attorney should be licensed with the state where your trust(s) or estate reside, have applicable training and experience, and maintain their skill through continuing education and membership in professional associations.

Your accountant will help find and implement tax-efficient strategies in your wealth planning process in accordance with federal, state and local tax laws.

Current knowledge
Because tax laws frequently change, your accountant should be well-versed in the latest policy developments and strategies available to help you maximize tax efficiency.

Strong communication
Look for a professional who responds promptly, keeps you informed in language you understand and will collaborate closely with your other professional advisors.

Proactivity
The time to take tax-efficient action is often well before the filing deadline. Your accountant should lead the tax strategy conversation and offer actionable ideas early.

Depending on your situation, additional, more specialized professionals can help round out your advisory team.

Philanthropic consultants
From developing strategies to maximize your impact to helping you select foundation staff, philanthropic advisors help donors realize large-scale charitable goals.

Private collections specialists
If a prized collection – art, autos, artifacts – makes up part of your assets, a collection manager can help support your heirs in preserving, gifting or ensuring full valuation in a sale.

Healthcare advocates
These professionals can help navigate public and private medical resources, provide contacts for second opinions and alternative care, and evaluate in-home and long-term care options.

Aging-in-place experts
To ensure the home you want to stay in can meet your needs as they evolve, these specialists support the renovation and restructuring of beloved properties.

This material is not financial advice or an offer to sell any product and is not a recommendation to buy or sell any particular security. The opinions expressed are those of the Saling Wealth Advisors’ Management Investment Team and are subject to change without notice.

Saling Wealth Advisors (“SWA”) is an independent SEC registered investment advisor. Registration does not imply a certain level of skill or training. This material is provided for informational and educational purposes only. More information about SWA including our advisory services, fees, and objectives can be found in our Form ADV Part 2A, which is available upon request.