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.  We are financial stewards of client finances and our guidance is safely driven by what is in our clients’ best interest.



 Our Family Wealth Services are designed to help meet your needs, as well as help address the concerns you have for extended family members. 


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.

We realize how complex your family life and personal life can be. In addition to managing your own affairs, you may be assisting your children as they move out and create lives of their own, or worrying about a parent or older relative who is experiencing difficulty with sustaining an independent lifestyle.

We offer a suite of services — our Family Wealth Services — that are designed to help meet your needs, as well as help address the concerns you have for extended family members. Included in our Family Wealth Services are capabilities that you might expect most any financial services provider to offer, plus some that you might not. We have taken a broad approach with Family Wealth Services because we recognize that it may not be possible for you to separate family-related concerns from personal wealth objectives.

Many families begin financial planning when wealth first begins to exceed lifetime spending needs; starting with the implementation of strategies that preserve wealth, protect assets and reduce taxation.  In fact, families tend to think of wealth in terms of financial assets with monetary value – marketable securities, the family business, cash and real estate.

At Research Financial Strategies, we share in the common desire to help our clients create and maintain sustainable wealth and income so they can focus on the more important things in life…