Tax Exempt Savings and
Northsight Wealth Management is an independent Firm that Specializes in Generational Wealth Transfers.
We are a team of fiduciary wealth managers. Our team’s focus is on helping people with inheritance. Our goal is to make sure that your inheritance is taken care of. What do you want to do with your inheritance? Some people want to spend some and save the rest, others want to save all of it so they can use it at a later date. Understanding what is most important to you, we then develop a clear long-term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in the pursuit of these goals. Each client we have is unique.