Audientis, Llc

Audientis' mission is to provide information, advice, and solutions that allow our clients to make educated decisions and ultimately reach their financial goals. Since founding Audientis in 2002, Bill Pergolini has combined his experience and knowledge to provide small business owners and senior management teams with strategic planning advice. Audientis attributes much of its success as a boutique financial consulting firm to the holistic approach taken for each client and the ability to combine the personal and business goals of each client to maximize financial efficiency. Examples of services Audientis' provides-Asset Protection -Estate, Gift, and Trust Planning -Family Business Consulting -Strategic Philanthropy -Tax Minimization Strategies -Wealth Distribution Planning