Pratt Legacy Advisors provides Legacy Planning from the Heart ™ for our clients and their families. We facilitate your family conversations to help you identify your shared values and define your legacy.
Only then do we clarify and affirm your financial abundance to empower family members, implementing the plan that will direct resources to your designated charities, and enable families to fulfill their legacy.
Learn more about us and the values that drive us to serve you, your family, and your legacy. Additionally, because every one of our clients is unique, we invite you to learn about Pratt Legacy Advisors through their own words.
Privacy and confidentiality is essential for success, therefore we do not share client’s names, though they have given us permission to share their stories to better serve your needs.