Principal
CurrentSteve Widdes’ approachable style not only helps put his clients at ease, it helps establish the kind of close relationships that allow him to build highly-individualized and effective estate plans that give his clients peace of mind. By working closely with his clients throughout the various stages of their lives, Steve helps them anticipate and manage their changing goals, address new tax laws and IRS regulations, and protect their assets. He is especially effective at navigating sophisticated plans that address issues unique to clients with substantial assets.