(215) 760-7267

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).

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

Monday – Friday

(215) 760-7267
Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Consent to display content from Youtube
Consent to display content from Vimeo
Google Maps
Consent to display content from Google
Consent to display content from Spotify
Sound Cloud
Consent to display content from Sound