Citadel Law Firm Expands Services with Launch of Vivere Wealth Management: Integrated Estate and Financial Planning in Arizona
Chandler, AZ – October 2025 — Citadel Law Firm PLLC, a leading estate planning and elder law firm based in Chandler, Arizona, with extensive experience in estate planning and wealth management, proudly announces an exciting expansion of services with the launch of Vivere Wealth Management LLC, a registered investment adviser offering personalized financial planning and investment management.
This partnership unites two critical aspects of financial well-being—estate planning and financial planning—under one trusted umbrella, ensuring Arizona families receive comprehensive guidance for every stage of life.
A well structured estate plan coordinated with financial security, wealth preservation, and financial stability can help bring a brighter future to your family members.
A Unified Approach to Wealth and Legacy in Arizona
For years, Citadel Law Firm PLLC has helped Arizona families protect and transfer wealth through customized estate plans. Now, with Vivere Wealth Management, clients can integrate their legal and financial goals for a truly holistic planning experience. This unified approach helps clients build and preserve generational wealth, ensuring their assets benefit not only themselves but also future generations. A comprehensive estate planning including wealth management services is a must for future generations.
“Estate planning and financial planning work best when they’re done together,” said David Gerszewski, Attorney and Investment Adviser Representative. “By aligning a family’s legal strategy with its financial goals, we help our clients preserve what they’ve built—and give them confidence that their legacy will endure.” Creating a lasting legacy requires strategic planning that safeguards assets and supports beneficiaries for years to come. This approach also helps clients plan for their financial futures, preparing for changing market conditions and long-term wealth management.
Vivere Wealth Management LLC, headquartered in Chandler, AZ, is registered as an Arizona-based investment adviser (CRD #284152). The firm offers fiduciary financial advice, meaning every investment recommendation is made in the client’s best interest.
Investment and Planning Services Offered together
Through Vivere Wealth Management, Arizona clients can now access a broad range of personalized financial services, including:
- Comprehensive Financial Planning – Custom strategies that coordinate investments, taxes, and estate objectives.
- Retirement Planning – Guidance to ensure financial stability and sustainable income during retirement.
- Investment Management – Evidence-based portfolio construction built on risk tolerance and long-term goals, providing access to diverse investment opportunities for long-term financial growth.
- Insurance and Risk Management – Analysis of life and disability insurance as part of a broader wealth protection plan, including using life insurance as a strategic tool for blended families to ensure smooth asset transfer.
- Tax-Efficient Wealth Transfer – Coordination with Citadel Law’s estate planning team to minimize estate and income taxes. Our goal is to reduce the tax burden as part of our estate planning services and financial planning process. We make tax planning part of the process.
By combining these services, Citadel Law Firm and Vivere Wealth Management provide clients with a single, unified strategy to protect, grow, and transfer wealth. Our financial advisors are here to help you create a stable financial future for your family circumstances.
Why Combine Estate Planning and Financial Planning in Arizona?
Many Arizona families create estate plans to protect their assets but overlook how investment and tax strategies affect those same goals. Similarly, financial advisers often focus on returns without considering how assets are titled or distributed in a will or trust. Addressing estate planning matters is essential for comprehensive wealth management, as it ensures that all aspects of asset protection, tax savings, and legal considerations are coordinated.
By integrating both, Citadel Law Firm PLLC and Vivere Wealth Management LLC help clients achieve:
- Simplified Decision-Making – One coordinated team managing both legal and financial aspects.
- Fewer Conflicts and Mistakes – Ensuring documents, accounts, and designations align perfectly, and that the correct beneficiaries are designated in all estate documents.
- Long-Term Continuity – A plan that evolves as life, family, and financial circumstances change, while minimizing tax liability through coordinated planning.
It is also important to understand and comply with all legal requirements when updating estate plans to ensure changes are valid and properly documented.
The Fiduciary Difference
As a fiduciary investment adviser, Vivere Wealth Management is legally obligated to put clients’ interests first—always. The firm’s disciplined approach to investment management emphasizes transparency, diversification, and long-term consistency.
“Our clients trust Citadel Law Firm because we treat them like family,” said Gerszewski. “Vivere Wealth Management brings that same mindset to financial planning. Our name—Vivere, which means ‘to live’—reflects our belief that smart planning allows people to live more fully, both now and in the future.”
Over 190 Five-Star Reviews Reflect Unmatched Client Trust
Citadel Law Firm PLLC has earned more than 190 five-star Google reviews, a testament to its exceptional service and client-first philosophy.
Clients consistently praise the firm’s warmth, professionalism, and clarity in guiding them through complex legal processes:
“They made estate planning simple and stress-free.”
“David and his team treated us like family from the moment we walked in.”
“Professional, honest, and caring—exactly what you want in a law firm.”
This level of trust reflects Citadel Law’s core mission: to build lifelong relationships through integrity, compassion, and expert legal guidance. The same approach now extends into financial planning with Vivere Wealth Management, offering Arizona families a complete, trustworthy resource for their estate planning and financial planning needs.
A Local Team Dedicated to Arizona Families
Both Citadel Law Firm PLLC and Vivere Wealth Management LLC operate from the same Chandler office, ensuring clients enjoy the convenience of coordinated legal and financial advice in one place. The firm also has a Scottsdale office specializing in wealth management and estate planning for Arizona clients, providing local expertise to address legal and financial risks.
To schedule a consultation for estate or financial planning in Arizona, visit www.clfusa.com or www.viverewealthmanagement.com.
Frequently Asked Questions about Estate and Financial Planning
1. What is Vivere Wealth Management LLC?
Vivere Wealth Management LLC is a registered investment adviser based in Chandler, Arizona. It provides fiduciary financial planning and investment management services that complement the estate planning work of Citadel Law Firm PLLC.
2. How does this partnership benefit clients?
Clients receive coordinated legal and financial advice—ensuring their estate plans and investment strategies work hand in hand to protect and grow wealth.
3. Who manages Vivere Wealth Management?
The firm is led by David Gerszewski, an attorney and investment adviser representative. His dual background in law and finance provides clients with a unique perspective on wealth preservation and legacy planning.
4. What types of clients does Vivere serve?
Vivere Wealth Management serves individuals, families, and small business owners throughout Arizona, offering financial and retirement planning, investment management, and estate coordination.
5. What is the difference between a financial planner and an estate planning attorney?
A financial planner helps clients manage investments, retirement income, and cash flow. An estate planning attorney creates legal structures—like trusts and wills—to protect those assets. Working with both ensures financial strategies and legal plans are perfectly aligned.
6.Does wealth management include estate planning?
Yes, wealth management often includes estate planning as a fundamental component. While wealth management focuses on growing and preserving assets through investment strategies and financial planning, estate planning ensures that those assets are efficiently transferred to your loved ones according to your wishes.
Integrating estate planning within wealth management provides a comprehensive approach that addresses tax liabilities, asset protection, and succession planning, ultimately safeguarding your financial future and creating a lasting legacy for future generations.
7. How can I schedule a consultation?
Call Citadel Law Firm PLLC at (480) 565-8020 or Vivere Wealth Management LLC at (480) 400-0598, or visit our website to schedule your consultation. We invite you to schedule a free consultation to discuss your estate planning and wealth management needs.
About Citadel Law Firm PLLC
Citadel Law Firm PLLC is an estate planning and elder law firm based in Chandler, Arizona. The firm helps clients create wills, trusts, and tax strategies with a personal touch—treating every client like family. With over 190 five-star Google reviews, Citadel Law is recognized as one of Arizona’s most trusted legal teams for estate planning and asset protection.
About Vivere Wealth Management LLC
Vivere Wealth Management LLC (CRD #284152) is an Arizona-based registered investment adviser offering fiduciary financial planning and investment management. Vivere empowers clients to make confident financial decisions while integrating their investment, tax, and estate strategies for long-term success.