FAMILY OFFICE SERVICES &
MULTI-GENERATIONAL WEALTH
Your family’s story is uniquely yours - and your financial plan should reflect that. Whether you’re raising young children, supporting aging parents, or preparing to transfer wealth across generations, we help you design a plan that brings clarity, continuity, and confidence to your entire family’s financial life.
Many of the families we serve benefit from family office-style planning - a highly personalized and coordinated approach that goes beyond investments to include tax strategy, estate design, risk management, charitable giving, and more. Its wealth strategy, elevated - and deeply rooted in your values.
A Legacy Built With Intention
Real legacy isn’t just about passing down wealth - it’s about passing down wisdom. We help you design a plan that reflects your beliefs, supports the people and causes you care about, and creates lasting impact.
Multi-Generational Guidance & Stewardship
Families are dynamic - and so is great planning. We work across generations to address each person’s needs while keeping the bigger picture in focus. Through guided conversations and financial education, we help prepare children and grandchildren to become confident stewards of their family’s legacy - with a focus on both responsibility and purpose.
Think Long-Term, Stay Nimble
Families evolve. Markets shift. New opportunities arise. We bring a dynamic, future-focused perspective - so your strategy stays responsive and your wealth stays relevant across generations.
Aligning Wealth With Values
Your financial strategy should echo your family’s priorities. Whether that includes faith-based investing, philanthropic giving, or supporting the next generation’s ambitions, we ensure your plan honors what matters most.
Protecting What You’ve Built
Tax planning, thoughtful estate strategy, and proactive risk management aim to preserve your wealth and simplify complexity - so your family can focus on living, not just planning.
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Wichita, KS
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Serving Families Across the USA
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Jason Craine is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment advisor. Cedar+Sevens, LLC is a licensed insurance agency. Cedar+Sevens, LLC, Cedar+Sevens Private Wealth, Cedar+Sevens Private Assurance, Cedar+Sevens Family Transitions, and Cedar+Sevens Legacy Suite are business names used for marketing purposes only and are not separately registered as investment advisor firms. All advisory services are offered through Savvy Advisors. Cedar+Sevens Private Assurance is a business name used for marketing insurance products through Highland Capital Brokerage. Highland Capital Brokerage is not related to or affiliated with Savvy Advisors. Savvy Advisors is not an insurance brokerage. Cedar+Sevens Legacy Suite provides access to wealth.com, a digital estate planning platform which guides clients to draft their own estate planning documents. Cedar+Sevens Legacy Suite does not provide legal advice. Wealth.com and Savvy Advisors are not related or affiliated, nor does Savvy Advisors offer legal advice. Cedar+Sevens Family Transitions is a business name used for offering collaborative divorce arrangements. This activity is also outside of Savvy Advisors. To learn more about Jason Craine's outside business activities and conflicts of interest, you may request a copy of his ADV Part 2B by contacting Savvy: lisandra.wilmott@savvywealth.com.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.