Trusts & Family Wealth Services

Navigating your unique journey takes a partner who is as committed to reaching your financial destination as you are. Regardless of where you are in your journey, Research Financial Strategies is here to help you accumulate wealth, manage the wealth you have created and protect your legacy for generations to come. We are your advocate and nothing is more important than your vision. As your advocate, we help you make informed financial decisions so you may live a richer life. That is why, together, we will chart a course to help you accomplish what is most important to you.

When it comes to Trusts and Family Wealth Advisors, Research Financial Strategies is among the most experienced professionals in the industry.  We work closely with our clients to create innovative, flexible, and timely solutions that carry out the clients’ interests and maintain the well-being of the beneficiaries.

As an independent wealth advisor and fiduciary, we offer unbiased guidance to clients without undue influence of any financial institution or product. We are financial stewards of client finances and our guidance is safely driven by what is in our clients’ best interest.



  Family wealth services, including comprehensive private wealth education and administrative services are core strengths at our firm. 


Wealth management is very straightforward. From the client’s perspective, wealth management is simply the science of solving/enhancing his or her financial situation. From the financial advisor’s perspective, wealth management is the ability of an advisor to deliver a full range of financial services and products to a client to help meet the client’s end goals.