Leach Bickmore & Weiff Wealth Management
Leach Bickmore & Weiff Wealth Management, based in Madison, WI, offers a cutting-edge estate planning solution through their tech-led platform, Wealth.com. Designed specifically for financial advisors, their comprehensive and intuitive system streamlines the estate planning process, providing unique insights and recommendations to enhance client relationships and retention.
Wealth.com stands out as the only end-to-end estate planning solution that covers all aspects of the process, from visualizing the estate planning journey to creating high caliber estate plans. With a focus on simplifying complex trust and estate processes, their platform empowers advisors to scale their offerings and provide personalized experiences tailored to each client's unique circumstances.
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