Sowell Management, a registered investment adviser (RIA) serving financial advisers and their clients nationwide, has announced the launch of its Advanced Planning Group (APG), a new integrated estate, tax and advanced planning resource designed to support its advisers and the high-net-worth families, wealthy individuals and small business owners they serve. APG will be available for advisers across both the Sowell Management and Cache River Private Wealth platforms.
Led by Carrie Quraishi, JD, director of advanced planning, and JR Quraishi, director of tax planning, APG provides advisers access to specialized expertise in estate planning, tax strategy, business succession planning, asset protection, wealth transfer planning and family legacy planning.
APG reflects Sowell’s continued commitment to investing in resources that help advisers deepen relationships, strengthen their value proposition and better serve affluent clients through increasingly sophisticated plan
