OVERVIEW
Introduction
Location
Background
What We Do

Profile
Our Planning
Time Parameter
How We Charge
CREDENTIALS
Professional Information
Books
Texts & Articles
MODEL
Wealth Strategies GETTING STARTED
Protocol
Important Links

Contacting Us

Thomas Rogers, JD, C.P.A.
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Thom
Thom Rogers J.D.,C.P.A.

BACKGROUND, RELATIONSHIPS, and IMPORTANT LINKS

Collaborating with Institute Fellows allows each of us to better serve the Wealth Strategies planning needs of our affluent clients. As members of the Wealth Strategies Collaborative, Wealth Counsel, the National Network of Estate Planning Attorneys, and Fellows of the Esperti Peterson Institute, we are uniquely prepared to serve the high net worth client.  This level of Wealth Strategies Planning simply cannot be replicated anywhere.

 
THE WEALTH STRATEGIES COLLABORATIVE
 

The Wealth Strategies Collaborative consists of small groups of formally trained Fellows of the Esperti Peterson Institute who collaborate professionally with each other to apply their individual expertise to serve the planning needs of affluent individuals and families.

 

 

 

WEALTH COUNSEL LLC

We provide knowledge and tools to the Estate Planning Community.

 

 

 

espertiTHE ESPERTI PETERSON INSTITUTE
The Global Center for Wealth Strategies Planning

 

 

 

nationalTHE NATIONAL NETWORK OF ESTATE PLANNING ATTORNEYS
A Network of approximately 400 attorneys nationwide dedicated to the highest level of estate, business, and tax planning in their practices.

The National Network is one of the foremost organizations of its kind. Members share education, legal services, publishing, and state-of-the-art technology to provide their clients with the finest estate and business planning services.  Network members give their clients sophisticated planning, control, and peace of mind.

Learn more about the National Network vision, personal estate planning, and membership information.

 

 
OTHER IMPORTANT LINKS
The Academy of Multidisciplinary Practice, Inc.

"The world's first estate and wealth strategic multidisciplinary enterprise created by a collaboration of planning professionals, business, academic, and philanthropy."

 

 

 

MDP Academy

"The world's first estate and wealth strategies multidisciplinary enterprise created by a collaboration of planning professions, businesses, academia, and philanthropy."