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Wealth Management


We Offer Wealth Management Services in These Key Areas:

Personal Income Tax Planning and Compliance

Our CPAs provide tax strategies, planning and compliance services for individuals and their families. We take a comprehensive approach, working closely with business owners to ensure consistency and integration between their personal and business tax obligations, with an eye to minimizing taxes across both areas.

Financial Planning and Consulting

With their extensive knowledge and expertise, our independent CPA Financial Planners look at your finances as an integrated whole so you can make well-informed decisions. Our technical know-how enables us to effectively coordinate and collaborate with your other advisors. Our premier Personal CFO service provides ongoing consulting advice that evolves with your situation.

Investment Advisory and Management

Our investment advisory team specializes in providing a cost-efficient and tax-efficient path to reaching your investment goals. Leveraging a factor-based investing approach based on advanced analytics and academic research, we isolate the factors that are most critical to optimize performance, minimize costs and minimize downside risk.

Estate Planning, Compliance and Administration

We approach your overall estate and wealth transfer planning from a holistic perspective, bringing in tax, financial and nonfinancial considerations. We guide you through the process, collaborating with your attorney and other advisors, as needed. We also have the tax and accounting expertise to handle the complexities of estate, gift and trust tax compliance and estate administration.

Charitable Gift Planning

There are many techniques for giving to causes you care about, whether you want to give now or leave a legacy. We work with you to select and design the strategy that meets your goals but also fits your tax and financial situation.

Business Succession Planning

Our team of highly-trained professionals can help business owners navigate this critical time in their lives, and in the lives of their family, employees and business successors. Our financial planners, business appraisers, experienced M&A advisors and tax experts are well-versed in the complex aspects of succession.

We Serve

  • Individuals and Families
  • Business Owners
  • Executives
  • Tax-Exempt Organizations
  • Institutional Groups
  • Retirement Plan Participants
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