Areas We Serve
Wealth Transition Planning proudly serves clients throughout the Las Vegas metropolitan area and surrounding communities
Primary Service Area
Las Vegas, NV
123 Main Street, Las Vegas, NV 89101
Las Vegas
Serving clients throughout Las Vegas with comprehensive wealth transition planning and real estate services.
Key Areas:
- Downtown Las Vegas
- Las Vegas Strip Area
- Residential Communities
Henderson
Expert services for Henderson residents navigating empty nester transitions and 55+ community planning.
Key Areas:
- Green Valley
- Anthem
- MacDonald Ranch
Summerlin
Supporting Summerlin families with wealth transition planning and luxury real estate services.
Key Areas:
- The Lakes
- Summerlin South
- Red Rock Country Club
North Las Vegas
Comprehensive real estate and financial planning services for North Las Vegas residents.
Key Areas:
- Aliante
- Centennial Hills
- Skye Canyon
Services Available Throughout Our Service Area
Empty Nester Services
Help downsizing from family homes to more manageable properties
55+ Community Planning
Expert guidance for active adult community transitions
Wealth Transition
Strategic real estate planning aligned with financial goals
Working with Financial Planners
We work closely with CERTIFIED Financial Planners throughout our service area to provide integrated wealth transition planning. If you're a CFP serving clients in the Las Vegas area, learn more about our partnership program.
Ready to Get Started?
Whether you're in Las Vegas, Henderson, Summerlin, or another area in our service region, we're here to help with your wealth transition planning needs.
Take Our Wealth Transition Planning Check Up
Get a comprehensive assessment of your wealth transition planning needs and discover opportunities to optimize your estate planning, retirement strategy, and wealth transfer goals.