Legal/Attorney - Las Vegas, NV, US
"Wealth" is more than a Client's financial assets, but includes a Client's purposes, passions, value-systems, stories, cares, concerns, health, etc. The "numbers" are irrelevant unless the attorney knows the Client's circumstances and story; the circumstances will then drive the design of the estate plan. Focus should always be on people and their concerns, and not just a technical solution.
Outlook
Rackspace MailGun
Flywheel