Members of the LGBTQ+ community might face unique legal risks and financial costs, with a continuing evolving landscape. The BRW group has dedicated our focus to assist the LGBTQ+ community led by Judith Kasen-Windsor, Vice President - Investments. Judith Kasen-Windsor is dedicated to working with and helping this community achieve its financial goals and financial freedom. Judith has been an enormous advocate over the past 30 years working to help Women and the LGBTQ+ community. Below are some of the financial services that our team can help you develop:
- Estate and Trust Planning Strategies
- Wealth Management
- Liability Management
- Life Insurance
- Retirement Planning
If you would like to speak with Judith or one of out other team members, please find our contact information by clicking the following link:Contact Us
Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.