SOULENCE

WEALTH ADVISORS

Build wealth. Buy time. Live fully.

We’re passionate about helping you grow your wealth.

At Soulence Wealth, we help business owners, individuals and their families take control of their financial future with clarity, strategy, and confidence. Whether you’re building, preserving, or transitioning wealth, our team is here to guide you every step of the way.

We specialize in forward-thinking tax strategies—including the 831(b) plan—and comprehensive wealth planning designed to minimize risk, protect assets, and maximize long-term success. With personalized service and deep expertise, we simplify complex financial decisions so you can focus on what matters most.

Client Services

At Soulence Wealth, we don’t just provide financial services—we build customized strategies that evolve with your life, your business, and your goals. Our holistic approach is designed to bring clarity, control, and confidence to every financial decision.

Investment Management

We help you grow and protect your wealth through disciplined, diversified investment strategies.

Investment Management

We offer tailored portfolio construction and allocation, ongoing monitoring and strategic rebalancing, risk mitigation and market resilience, and options for ESG and impact-aligned investing.

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Financial Planning

Your plan should reflect your values, not just your numbers. We build financial roadmaps that support every stage of life.

Financial Planning

We offer retirement income strategies, education savings plans (like 529s), budgeting and cash flow analysis, and custom goal-based planning.

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Estate & Legacy Planning

We work closely with your legal team to ensure your wealth supports the people and causes you care about most.

Estate & Legacy Planning

We offer trust coordination and estate structuring, multi-generational wealth transfer, charitable giving strategies, and collaboration with estate attorneys.

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Tax Planning & Optimization

We proactively identify tax-saving opportunities so more of your wealth stays where it belongs—with you.

Tax Planning & Optimization

We offer tax-efficient investing, year-end tax strategies, coordination with your CPA, and capital gains, income, and estate tax planning.

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Risk Management & Insurance

A smart plan protects you from the unexpected. We identify gaps and design coverage strategies to safeguard what you've built.

Risk Management & Insurance

We connect you with Life, disability, and long-term care insurance, asset protection planning, and business continuity and key person coverage.

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Business Owner Advisory

As entrepreneurs ourselves, we understand the complexities of owning a business. We provide strategic insight from startup to succession.

Business Owner Advisory

We offer business valuations, succession and exit planning, and legal and accounting coordination.

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Trust & Fiduciary Services

Serving as a trustee is a serious responsibility. We help families manage the duties and details with experience and integrity.

Trust & Fiduciary Services

We offer independent trustee or co-trustee services, estate administration, and fiduciary compliance and oversight.

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Family Office & Multigenerational Planning

Your wealth is more than numbers—it’s a legacy. We help families align their financial goals with their values across generations.

Family Office & Multigenerational Planning

We offerfFamily governance and education, intergenerational wealth planning, and facilitated family meetings.

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Philanthropic Planning

Make a meaningful impact with strategic giving that reflects your purpose.

Philanthropic Planning

We offer donor-advised fund guidance, private foundation creation and support, and integrated charitable giving plans.

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