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Help With: Estate Planning

Jake Guttman

Rosevest Financial

Specialties and Expertise

Succession PlanningHigh Net Worth PlanningRetirement Income+4

Typical Clientele

Business OwnersEntrepreneurs+2

Pricing Model:

AUM

Number of Clients

N/A

Years of Experience:

8 years

Matthew Zeigler

Sunpointe Investments

Specialties and Expertise

Business Ownership StrategiesSuccession PlanningHigh Net Worth Planning+2

Typical Clientele

Business OwnersHigh Net Worth Individuals+3

Pricing Model:

Flat Fee

Number of Clients

N/A

Years of Experience:

18 years

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