Estate Planning - Protect Your Wealth

Vance Barse, CPWA®, AIF®, is a wealth strategist and founder of Your Dedicated Fiduciary®. For nearly a decade, Mr. Barse served as an investment consultant to leading private wealth teams nationwide at family offices, wire houses, and registered investment advisors. Vance saw first-hand that many advisors are often limited in their approach to advanced planning, leaving clients underserved. Vance founded Your Dedicated Fiduciary® with a simple mission: to be authentic, transparent, and have a positive impact on the lives of clients. The firm dutifully serves roughly 50 families with a full range of investment management, wealth preservation, estate planning, and tax minimization strategies that many advisers overlook.

Vance is a devout advocate of the fiduciary principle and views the client-advisor relationship as a long-term, trusting partnership. Not surprisingly, Mr. Barse and his clients often share similar lifestyle interests including family unity, health & well-being, music of various genres, and academia.

D. Vance Barse is an investment adviser representative with and offers advisory services through Commonwealth Financial Network®, a Registered Investment Adviser. 

Topic:

Mr. Barse will introduce advanced planning strategies that many entrepreneurs in the homebuilding industry are eligible for but not aware of because they lack a fiduciary acting as their in-house, right-hand advisor. This must attend event will outline strategies that reduce taxes, keep more money in your estate, and foster family unity.