Padgett Stratemann & Co.

Our focus is clear: we provide sophisticated, cutting-edge wealth preservation and transfer techniques for individuals.

Individuals face an ever-changing estate tax environment. To create a strong plan, expert tax and estate planning guidance and counsel are critical. Our Private Client Services Group consists of cross-disciplinary professionals that will work with you to ensure your legacy is protected.

The goal of preparing an estate and gift plan is to transfer wealth to loved ones, ensuring they are protected. We provide customized estate plans tailored to clients' visions for the future. We look to conserve clients' assets with the lowest possible tax and administrative cost.