Tripletail Wealth Management, LLC is a boutique wealth management firm focused on sound financial planning as the foundation for decision making. With a focus on estate planning and wealth transfer strategies, I work with clients on matching their long-term investment goals with their unique family dynamics.

With a broad experienced team of fiduciary professionals, Regions Private Wealth Management provides a full array of Personal Trust and Wealth Management Services, including Estate Settlement, Irrevocable Trust Administration, Financial Planning, Special Needs Trusts and Philanthropic Services.

Assisting clients in meeting their estate planning goals by drafting Wills, Revocable and Irrevocable Trusts. Supervising and providing legal advice for estate and trust administrations, including fiduciary litigation. Drafting estate and gift tax returns when necessary and conducting legal reasearch for transfer tax issues.