Wealth Development Resources LLC
PO Box 28639
Santa Fe, NM 87592 map
visit our website
                       click for Steve Bone video 
* Our Company
* Intangible Wealth Planning
* Intangible Wealth Planning Process
* Charity Services

Steve Bone






what we do
Intangible Wealth Planning * Charitable Gift Consulting
Intellectual Capital Preservation

Would you rather be remembered for your money – or
the good you have accomplished in your life?

Your money and things can neither speak nor tell your life story. If achieving enduring significance is important to you, your priceless stories, lessons, values and vision must be recorded and shared -- while you still can. How have you planned to preserve these intangible elements of your wealth so your family and future generations can learn from them, grow and remember you as you wish to be remembered?

Whatever it is you wish to be remembered for, we can assist you to capture, publish and preserve it -- in your words -- for everyone you desire to know and understand the purpose, meaning and value of your life.

Our Intangible Wealth Planning programs record, publish and build on your intangible wealth foundation. Through them, we can teach your family how to use your financial assets wisely so they will not lead to the family dissention that typically destroys most fortunes and many heirs. We can assist you to establish charitable giving plans that teach family members your values and assure you will be remembered for your generosity. What the successors to your business must know to manage it profitably need not die with you, if you allow us to help you capture and preserve your critical intellectual capital for their benefit. Please take a “tour” of our web site to learn more about our various Intangible Wealth Planning services and how you could benefit from them.
n/a

This site is published for residents of the United States only. Registered representatives and investment advisor representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered.

The information in this site does not constitute legal or tax advice. It is provided solely for general informational purposes and may not be applicable to specific fact patterns. You should consult with an experienced legal or tax professional licensed in your state before acting on any of the information described on this site.

To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this site was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any matters addressed herein.

Providers listed on this site that have not been specifically identified as having passed the 15-point background check are provided for your information only. The PROvision Network does not endorse, nor accept any responsibility for the quality of their services. The PROvision Network does not independently verify their information, nor do we guarantee its accuracy.

No fees have been paid to The PROvision Network for inclusion in our general provider listings. These listings are provided for your convenience. Other than specifically stated, The PROvision Network may receive paid compensation for paid adverting from companies listed on this site.

The accuracy of information put into the EstateDigitalLockbox isn't guaranteed by The PROvision Network. It's only as accurate as your input.

We strive to keep information up-to-date, but The PROvision Network doesn't purport this site to have up-to-the minute accuracy at all times.

Links on this site are provided for your information only. Since they are provided by third parties, The PROvision Network does not endorse, nor accept any responsibility for the content or damage or loss resulting from your use of these sites. The PROvision Network does not independently verify this information, nor do we guarantee its accuracy or completeness.