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You will find that your financial needs will change over time. Perhaps you are currently managing investments for yourself. That can work well for now, but eventually, you will have bigger questions. Doing the best wealth planning involves building and structuring your wealth. When you do wealth planning, you will preserve it so you can transfer it to future generations. An estate planning attorney from Fainberg Law Group is the perfect choice for this.

Family wealth planning involves wealth protection, tax planning, business management, and estate planning. During a wealth planning service, you will develop a plan that requires updates. In family wealth planning, updating your plan will account for natural changes in your life.

Use the Right Wealth Planning Company

The top wealth management firms will get to know each client. Before we appraise the value of what each client owns, we want to understand what they value the most. Our wealth planning company can help you effectively document your plans and define your values. No matter where you are in your finances, we are one of the best wealth management firms to provide guidance. Our wealth planning company can:

  • Assess the transfer of wealth, charitable giving, and more estate planning strategies.
  • Review options to manage concentrated positions.
  • Evaluate legal business options to create a succession plan.
  • Determine the impact of transfer taxes and income on the wealth plan.
  • Plan for cash flow needs by going through probability analysis.
  • Protect assets and manage any risks.

These services and others make us one of the top wealth management firms around. We know the best wealth management firms offer a range of services to fit every client’s needs.

Where Can I Find Wealth Planning Near Me?

You might be asking yourself, “Where can I find wealth management firms near me?” The good news is that Fainberg Law Group offers a convenient business location. We are located in Greenwood Village, CO, and we serve Denver, CO, and Aurora, CO. You can stop searching for “wealth planning near me.” Contact us today to speak with a lawyer.

Our Practice Areas

Denver Estate Planning Attorney
Estate Planning
In the event of your passing or incapacity, an estate planning attorney will ensure your loved ones and assets are taken care of. Our services are comprehensive, and we deliver the best solution for your needs.
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Business Planning
Business planning is critical to the success of any business. We offer assistance with everything from finding the right business model to handling succession and retirement planning.
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Testimonials

Derrick Swantz
Anastasia Fainberg is extremely good at the legal work she performs. Her complete attention to every detail make her a pleasure to work with. She is the most qualified attorney that I have ever seen. I recommend her highly as she earns your trust from start to finish.
Rosemarie Hirsch
We were very pleased with Anastasia Fainberg! Anastasia is very knowledgeable in all aspects of law, and we were grateful to have her as our Estate Planning Attorney! She was very thorough in explaining the difference between a "Will," versus "Trust." We were able to accomplish all of our goals…
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Denetria Walker
If you are looking for a Law group that is professional, attentive and covers every single detail of your estate planning then give Anastasia a call!!!!
Joel Perry
Fantastic attorney has helped me on several matters and will continue to use her for our other legal matters. I would recommend Anastasia to anyone needing legal assistance.
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CONTACT US TODAY

To learn about how our firm can help you achieve your family estate and business goals, use one of the buttons below to get in touch.

303-218-6633

5445 DTC Parkway, Penthouse 4
Greenwood Village, Colorado80111