Family office administration in Southbury, Connecticut

The Law Office of Lisa E. Wnuck, LLC, located at 493 Heritage Road in Southbury, Connecticut, is dedicated to helping clients navigate probate, decedents' estate administration, and trust settlement. With decades of experience, our team of probate lawyers offers compassionate guidance during challenging times. We specialize in estate probate, trust administration, and trust settlement processes, ensuring that your unique needs are met with precision and care. Our firm provides a range of services to estate executors, families of decedents, and trust administrators, including meticulous compliance, effective resolution, and adherence to the deceased individual's wishes for their legacy. We also offer ancillary probate services for out-of-state fiduciaries dealing with estate settlement in Connecticut.

Merrill Lynch Wealth Management, located at 108 Main Street North in Southbury, Connecticut, offers comprehensive financial planning and wealth management services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide personalized strategies tailored to each client's unique goals and needs, drawing on the resources of Merrill Lynch Wealth Management and Bank of America. We are committed to client service and satisfaction, helping clients navigate retirement planning, investment strategies, estate planning, and more. Our advisors are dedicated to giving back to the community through volunteerism and charitable outreach. With a focus on continuing professional training and mentorship, we empower our advisors to assist clients in pursuing their financial goals with confidence. Whether you are just starting your career or looking to join our team as a financial advisor, Merrill Lynch Wealth Management provides the tools and support you need to succeed.