Cody Albrecht

Cody Albrecht is a Financial Advisor specializing in the intricacies of business sale transitions and the preservation of High Net Worth Estates. With an understanding of complex trust structures and estate planning, Cody offers expertise in navigating the nuances of high-value transactions. Cody is adept at orchestrating seamless transitions that maintain business continuity and safeguards the value of the enterprise, while also employing proven trust strategies to ensure long-term wealth preservation and tax optimization. Trusted by High Net Worth clients for custom solutions, Cody excels in aligning financial strategies with the unique objectives of High Net Worth individuals and their families.