We provide access to a coordinated network of professionals to address complex financial needs. This may include collaboration with tax professionals and legal counsel.

These services are provided through separate entities and engagements.

Legal services, including estate and business planning, are provided by licensed attorneys through separate legal entities. Clients engage legal counsel under separate agreements.

Ardent Wealth Management Inc. does not provide tax preparation or tax filing services. Tax advice and services are provided by a separate CPA firm. Clients engage the CPA firm under a separate agreement. Ardent may coordinate with the CPA firm as part of a broader financial planning process.