WEALTH ENJOYMENT, LLC
SARASOTA, FLORIDA

We have learned that having substantial wealth isn’t the same as enjoying prosperity. In fact, most affluent families feel uneasy about sustaining their lifestyle for a lifetime. We can measure prosperity for you, and you will probably discover you have enough assets to lock in your lifestyle goals and lock out your doubts. Then we will increase control and help minimize tax erosion for your reserve assets so you will achieve your legacy goals for your family and your charities. What happened to the idea of Easy Street? The road to affluence is supposed to be the hard and complicated part. Finally, you can relax and enjoy the life you envisioned for yourself, your family, and your business. Only, advisors keep bringing you complex financial and legal strategies spelled out in jargon and spreadsheets. is a critical component of wealth enjoyment. What brings clients closure and satisfaction are lucid and impartial planning options, leading to informed decisions, supported by a guided implementation and oversight process. We can measure prosperity for you. Tell us your lifestyle goals and allow us to evaluate your assets. In virtually every instance clients realize they have assets to lock in lifestyle goals and lock out doubts. That’s half of wealth enjoyment. The other half is to increase control over your reserve assets that will be left for the next generation and for philanthropic aspirations. The professionals at Udell Associates can show you options to help minimize tax erosion, optimize reserve asset value, equalize estate assets, and fund estate tax liabilities. . Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Udell Associates is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice. This content is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Adviser Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.