Our Client Testimonials
“Having Kevin and his team manage our wealth has truly been life-changing. Knowing our finances are in such expert hands allows us to rest easy, no matter what the markets are doing. They’re caring, professional, and clearly love their work. Always thinking decades ahead, they help pave the way for our long-term security with skill and genuine care. The peace of mind they give us is invaluable, for our financial well-being and beyond. We honestly can’t imagine trusting anyone else.”
– Tina and Barry M.
“This team is a stellar, comprehensive group of multi-talented and highly experienced professionals who have met all my financial planning needs for more than a decade. As a clinical psychologist, I know that money is a major source of anxiety for most people. Every conversation I have with my advisory team leaves me feeling reassured, confident, and secure that the thoughtful options in their wide repertoire will ensure I do not outlive my resources. I whole-heartedly recommend this team without reservation.”
– Kristi W., Ph.D.
“Hello Inheritance made a complicated situation much easier to deal with. I always felt supported, assured, and very well guided throughout the process. Their professionalism and expertise gave me real peace of mind, and I truly felt cared for even after everything was completed. Without hesitation, I would refer a family member or close friend to them—I’m genuinely happy knowing they always have my back.”
– KIM F.
“Working with Rachael and Kevin has been an incredible gift during a very challenging time: transitioning my elderly parents into managed living while also taking on the oversight of their investments. Rachel and Kevin’s knowledge and experience were clear from the beginning as, together, we navigated the complicated and emotional process of relieving my parents of the burden of managing and monitoring their own finances while they adapted to their new living arrangements.
Kevin and Rachael were patient and thoughtful, taking all the time I needed to explain complex concepts and terms using plain language that, really, anyone could understand. As importantly, they approached this transition holistically, always with a view to the “big picture” of my parents’ finances and how each part reinforced and complemented every other part.
I was surprised and relieved when my parents, particularly my 94-year-old father, who had effectively managed his portfolio throughout his life, was immediately at ease with Rachel and Kevin. They chatted, joked, and shared investment perspectives and, by the end of the conversation, my father confidently placed control of his investments in Rachel and Kevin’s hands.
There’s no question that Kevin and Rachael are qualified experts when it comes to wealth management. But, as important, they’re also deeply sensitive to the emotional weight that comes with managing a life change this momentous. I am truly grateful for their professionalism, competent guidance, and human compassion.”
– Lisa R.
Explore Our Inheritance
Success Stories
Taking the Reins
When Amy became trustee and Power of Attorney for her parents, she needed guidance. With support, she gained control which made for a smooth transition when her parents passed.
A New Chapter
Navigating a complex inheritance can be overwhelming. With careful planning and guidance, Erika and Jeremy built a stable path for their family’s future.
From Chaos to Clarity
Navigating grief and finances after her husband passed felt daunting. We helped Carla organize her financial life so she could focus on healing and moving forward.