Who we are
Our Mission
Our firm was founded by the former General Counsel of one of the largest wealth management companies, with the understanding that an estate plan is just one piece of a client’s overall financial plan.
Working with Advisors
A good financial advisor has the kind of in-depth, bear your soul, conversations with clients that most estate planning attorneys could only dream about. Advanced Services Law Group was founded in 2013 with the goal of being a law firm that would work with financial advisors, not against them. We wanted to be in a position to take advantage of that advisor relationship to make sure that the work that we did, truly met the client’s desire.
We are focused on the client’s relationship with their financial advisor, and position ourselves as a part of that Financial Advisor’s team to provide the client with an estate plan that meets their needs and goals.