Traughber Private Wealth Law
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  • Trusted Advisor

    Most Traughber Private Wealth Law clients come to us with trusted, professional advisors for their financial, tax and business matters. 
     
    The best and most effective planning is done collaboratively, whether it is Estate Planning, Financial Planning, Business Planning or Tax Planning.  We serve the client’s best interest when all members of the Trusted Advisor team work together.
     
    We firmly believe that Estate Planning is best accomplished on a collaborative basis with these advisors, and we are grateful to have the opportunity to partner with, and serve alongside, our client’s Trusted Advisors.
     
    As a Trusted Advisor:


    • We build our practice on long-term relationships and referrals, and we honor and respect the relationship that our clients have built with their advisors. All estate plans are structured with the client’s best interest in mind, not ours.
     
    • We take the time to understand your client’s needs so that they can secure the best quality of life today, the highest standard of care tomorrow and the greatest benefits for their loved ones in the future.
     
    • We provide excellent and innovative service, delivered as promised and on time to meet our clients’ ever-changing business and personal needs.
     
    • We prioritize giving back to all relationships and serve as a trusted resource to all those who call on us as their Trusted Advisors.
     
    • We want all advisors and clients to answer "yes" without hesitation when asked if they would return to us for future work and if they would recommend us to others.
     
    We approach all of our plans as more than simply a transaction because all planning is dynamic. It must evolve with the client over time.

    As a boutique estate planning law firm that helps families and entrepreneurs protect and provide for the ones they love, we truly want to become trusted friends and valued members of our client's legal and financial teams.
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    What Our Clients Are Saying

    Jamie is an exceptional Estate Planning attorney who works very closely with his clients. The first time you meet with him, you will know immediately that he has the expertise to walk you through the entire estate planning process. My wife and I are extremely pleased with the comprehensive Estate Planning Portfolio we now have in place.

    Contact Us

    (502) 287-0705

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    • Home
    • How We Can Help
      • Estate Planning
      • Advanced Estate Planning
      • Business Owner Growth & Exit Planning
      • Tax Planning
      • Asset Protection
      • Probate & Trust Admin
      • Charitable Planning
      • Elder Care
      • Special Needs
    • About Jamie
    • Contact Us
    • Blog
    • Trusted Advisor
    • Event Registration
  • CALL NOW 502-287-0705