Estate and Legacy Planning

Arranging assets for your loved ones

What is Legacy Planning?

Legacy planning, or estate planning, is the act of preparing how to leave your property and other assets to loved ones after your passing. The strategy involves planning the transfer of your wealth and assets from you to your heirs.

Depending on your total assets, this plan could be small or incredibly complex.

How Cissne Wealth Management Helps

At Cissne Wealth management, we’ll arrange your investments and build a proper financial plan that works toward a strong financial legacy for your heir(s).

Free Consultation

Want a free consultation on your financial situation? We’re happy to help, just call us!

9AM - 6PM

Monday – Friday

(215) 760-7267

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Cissne Wealth Management
1199 McKelvey Lane
Blue Bell, PA 19422

(215) 760-7267

Fax (215) 434-6157

[email protected]

Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.
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The investment advisor representatives of Private Advisor Group offer investment advice in every state, the District of Columbia, Puerto Rico and the US Virgin Islands.