Beau Ruff is a nationally recognized financial services firm and legal practice that provides integrated wealth management and estate planning solutions. Led by Beau Ruff, J.D., LL.M in Taxation, the firm stands out for its unique combination of legal expertise in estate and tax law with comprehensive financial advisory services, offering clients a truly holistic approach to securing their financial future.
The firm operates on a team-based approach, ensuring depth, accessibility, and timely service through interchangeable professionals who address a wide range of client needs. With a transparent, single-fee structure and a commitment to adjusting plans as clients’ needs evolve, they specialize in serving individuals, families, and small business owners seeking coordinated strategies for retirement, estate, tax, and business planning.
Services Offered
- Estate Planning
- Tax Planning
- Retirement Planning
- Investment Management
- Income Planning
- Education Planning
- Business Planning
- Financial Planning
- Holistic Wealth Strategies
Beau Ruff and his team serve clients primarily in the Tri-Cities area of Kennewick, WA, and are authorized to discuss and transact securities business with residents of AZ, CA, CO, FL, ID, KS, MT, NM, OR, SC, TX, UT, and WA. The firm has received accolades from Forbes and Barron’s, underscoring its reputation for excellence in financial services.
