Divorce reshapes nearly every aspect of your financial life, and the decisions you make now will impact your future for decades. We help you navigate this process with both technical expertise and understanding. Our Sr. Wealth Management Advisor, Megan M. Stirrat, has Certified Divorce Financial Analyst® (CDFA®) knowledge which allows us to analyze and value assets, model settlement scenarios, and anticipate tax implications. We partner closely with your attorney and other professionals to ensure your settlement supports your long-term needs. Once the divorce is finalized, we help you rebuild: organizing accounts, creating a new plan, establishing cash flow, and structuring investments for growth and stability. Our role is to lift the burden of financial uncertainty so you can move forward with clarity and confidence.

How we help divorcees:

• Analyze and review assets to inform fair settlements

• Model tax impacts and structure divisions efficiently

• Rebuild your plan for post-divorce cash flow and wealth creation

• Design & implement investment strategies aligned with new goals

• Coordinate seamlessly with attorneys, CPAs, and mediators