Abbott Solutions provides customized tax-efficient wealth, insurance and estate planning strategies for affluent individuals and their families. We are a trusted advisor with over three decades of experience designing solutions to preserve, grow and transfer wealth.
We are independent. We have relationships with some of the largest financial institutions in the world and are not limited by the product offerings of any particular firm. Our advice is completely objective.
Abbott Solutions provides institutional quality wealth, insurance and estate planning services while maintaining the personal touch of a boutique. We maintain a long-term relationship with our clients and their families and implement solutions that reflect their goals and values.
New clients are referred to us by existing clients and their advisors. We recognize that our clients often have established relationships with legal, tax and investment professionals. We do not seek to displace these advisors; our role is to coordinate their valuable services with our wealth, insurance and estate planning solutions.
For an overview of Our Services,