Maggie Griffin-Book, JD, Joins Rhame & Gorrell Wealth Management
We are pleased to announce that Maggie Griffin-Book, JD, has joined Rhame & Gorrell as our Director of Estate Planning. As a Board-Certified attorney in Estate Planning and Probate Law, Maggie brings a specialized level of expertise that marks a significant expansion of our firm’s internal capabilities.
The addition of an in-house Estate Planning Director allows us to facilitate comprehensive estate planning strategies directly within the firm. It’s our belief that as the size and complexity of your total wealth grows, the core elements of your planning (Wealth Management, Tax Strategy, and Estate Plan) should become less fragmented. By integrating this discipline into our existing in-house wealth management and tax planning services, our team can ensure every aspect of your financial picture is coordinated with precision.
For our clients, this means a more complete and streamlined experience. Estate planning is a critical component of a successful long-term strategy, and having this expertise in-house ensures your legacy goals are addressed with the same rigor as your overall financial plan. Whether you are focused on business succession, tax-efficient wealth transfer, or the refinement of foundational documents, Maggie’s expertise provides the necessary oversight to help protect your interests.
We remain committed to providing a sophisticated service offering, and the ability to offer integrated estate planning guidance is a vital step in that mission.
Please join us in welcoming Maggie to the firm. We look forward to the enhanced value her counsel will provide.
Need Some Help?
If you’d like some help from one of our CPAs or CERTIFIED FINANCIAL PLANNER (CFP®) advisors regarding this strategy and how it applies to you, the Rhame & Gorrell Wealth Management team is here to help.
Our experienced Wealth Managers facilitate our entire suite of services including financial planning, investment management, tax optimization, estate planning, and more to our valued clients.
Feel free to contact us at (832) 789-1100, [email protected], or click the button below to schedule your complimentary consultation today.
IMPORTANT DISCLOSURES:
Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein.Rhame & Gorrell Wealth Management, LLC (“RGWM”) is an SEC registered investment adviser with its principal place of business in the State of Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RGWM has attained a certain level of skill, training, or ability. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own CPA or tax professional before engaging in any transaction. The effectiveness of any of the strategies described will depend on your individual situation and should not be construed as personalized investment advice. Past performance may not be indicative of future results and does not guarantee future positive returns.
For additional information about RGWM, including fees and services, send for our Firm Disclosure Brochures as set forth on Form ADV Part 2A and Part 3 by contacting the Firm directly. You can also access our Firm Brochures at www.adviserinfo.sec.gov. Please read the disclosure brochures carefully before you invest or send money.
