Skip to content

Freitas Wealth Management

Estate Planning

Estate Planning

Our estate planning strategies can provide clients with guidance and strategies to help them plan for the future and preserve their assets. We work closely with clients and their attorneys to develop customized estate planning strategies that align with their goals. From addressing taxes and ensuring proper asset distribution to providing for loved ones and charitable giving, we offer comprehensive estate planning strategies. With our estate planning service, clients can have confidence that their legacy and assets can be preserved for future generations.

Have a Question?


girl sitting at a laptop while on her phone over a calculator while adding a quarter to a jar of quarters next to several stacks of quarters with each stack increasing in height

Did you know that saving money is not only essential for financial stability but also for achieving your long-term financial goals? Whether …

🧭 Halfway Through the Year! Now’s the Time to Review Your Financial Goals—Are You Where You Want to Be? July marks the …

Storm-Proof Your Finances: 5 Lessons from Hurricane Helene One year ago, Hurricane Helene swept through our community, leaving behind not just physical …

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
rfreitas@freitaswmg.com | 803-393-2441
Freitas Wealth Management