Wealth Management Services

We offer CPA advised wealth management. This comprehensive service is inclusive of all the major relevant financial strategies in any specific financial plan integrated with an entity or individual’s tax plan. The integration of these two worlds provides additional value to the plan. In the investment management strategy, net of tax return is a focus. In the planning process we seek tax-leveraged strategies to squeeze the most from the opportunity set the plan has. We offer a diverse set of solutions to provide the needs of the plan. We will team with other professionals to meet the needs of our clients. Our services include the resources of an extensive network of experts dedicated to their particular specialty. This allows us to stay client centric and not have to be the expert in every matter that is important to our clients, rather we make sure the capabilities needed for our clients are part of our team and we provide the seamless integration of this to our client’s plan.

Family Wealth Planning

Every family is challenged with growing wealth, then distributing it, and finally, transferring it to its ultimate beneficiary. We can assist with the planning and successful execution of multi-generational financial plans, customized to each family’s needs.

  • Integrated tax and estate planning
  • Transfer and distribution strategies
  • Investment strategies
  • Retirement sustainable income solutions
  • Risk management strategies
  • Education funding strategies
  • Cash flow management

Business Owner Wealth Planning

Self-employed individuals face a unique challenge and opportunity in structuring their business, compensation, growth, and exit strategy. Taxes play a large roll in decisions made in all of these areas. By integrating tax, accounting and wealth management, we can help you understand the impact of strategic decisions along the way.

  • Financial and tax strategies integrated
  • Personal CFO approach to adapt strategies
  • Compensation and retirement plan strategies
  • Employee risk management strategies
  • Employee benefit strategies