Affluent Individuals & Families

The Warner Companies offers a specialized and highly tailored alternative to traditional planning. We serve as an independent financial planning resource not only to clients, but also to professionals in the legal, accounting, and banking communities who require a sophisticated level of technical expertise. Active senior management is provided on every engagement, affording each client a combined total of over 350 years of experience. Through our established process of analysis, we will introduce you to state-of-the-art strategies and expose you to sophisticated wealth transfer planning techniques and opportunities.