Wohlstand Wealth Strategies

Wohlstand Wealth Strategies

Financial Planning in New Braunfels, TX

  • About
    • Why Wohlstand?
    • Meet Your Team
    • Community Involvement
  • Experience
    • Business Financial Strategy
    • Estate Planning
    • Retirement Planning
  • Approach
  • Contact Us
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  • About
    • Why Wohlstand?
    • Meet Your Team
    • Community Involvement
  • Experience
    • Business Financial Strategy
    • Estate Planning
    • Retirement Planning
  • Approach
  • Contact Us
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Estate Planning

Estate Plan Development

Estate Plan Development

We work closely with our clients and their attorneys to develop personalized estate plans that reflect their unique wishes and circumstances.

Tax Optimization

Estate taxes can significantly impact the wealth transfer process. We employ strategic tax planning techniques to help minimize tax liabilities, allowing our clients to maximize the value of their estates for their beneficiaries while complying with relevant tax laws and regulations.

Legacy Preservation

Preserving family legacies is a top priority for Jennifer and Jessica. They help their clients establish charitable giving strategies, family foundations, and other legacy planning techniques to ensure their values and philanthropic goals endure for generations to come, leaving a lasting impact on their communities and loved ones.

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Get in Touch

391 Landa Street, Suite 1116
New Braunfels, TX 78130

Call: 830-312-7179

© 2025 Wohlstand Wealth Strategies

Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 800-873-7637, www.htk.com, Any other business entity or name that your financial professional markets their securities and advisory services under is not affiliated with HTK. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. 8038373RG_Jun27

We are insurance and securities licensed in our resident state of Texas, as well as other states. Please contact us for additional listing of licensed states. This is not an offer or solicitation in any state where not properly licensed or registered.