Joe Cervantes is a Team Lead & Wealth Manager who specializes in providing comprehensive wealth management services including estate and financial planning for affluent individuals and families. For over three decades, he has focused on enriching his clients’ lives by providing tailored financial planning methodologies to address complicated investment, estate, and tax planning issues. With his ongoing desire to practice complex estate planning strategies for high-net worth families, Joe has developed extensive knowledge in legacy planning, risk awareness, insurance, and protective liability strategies.