Steven T. Taber

Steve Taber, an Accredited Estate Planner, is a nationally recognized expert in the areas of wealth structuring and wealth transfer. As a person who founded, grew and then successfully sold his company, he brings a unique and real-world perspective to his work with clients.

Working earlier in his career as the Estate Planning Specialist at 2 of the largest Wall Street based firms, Steve gained invaluable knowledge & expertise in the areas of wealth planning.

In 2005, Steve launched his firm doing this type of work for a number of the top Wall Street based firms. With his great national team, Steve grew the company into one of the largest in the industry.

After successfully selling this company in 2020, Steve wanted to move back into what he is most passionate about: working with successful clients, business owners & CEO’s helping shepherd them through the crucial planning process so that their personal wealth planning goals & desires are achieved for multiple generations. Steve works closely collaborating with the other advisors, be it legal, tax or asset managers, to ensure they are all working toward the same goal: helping achieve their client’s planning goals.