Personal tax strategies, financial planning and wealth management.
We’re here to help.
Are we experts at keeping clients’ tax liability as low as possible? Of course. But there’s so much more to your financial life than tax planning and preparation. Working with you on your taxes every year gives us a close, multifaceted look at who you are and what you want to accomplish. And whatever facet you consider, the bottom line is most often peace of mind—from wealth management to estate planning.
At Bonadio, we have a specialized team who focuses on the needs of individuals—and can look at your entire financial picture to find ways to help you grow and protect your assets. When you lean on a fully integrated staff of experts in every aspect of your financial life, you get the benefit of their shared knowledge, unique strengths, and collaborative spirit. In today’s complex financial environment, that’s what it takes to make everything come together just right. Your investments. Your estate. Your retirement.
Trusted advisors: A personal interest in every individual we serve.
We built our reputation by first building long standing relationships that help us deeply understand your unique needs and goals. You get access to an outstanding team of accountants, certified financial planners, wealth managers and insurance and investment specialists. And they deliver objective, timely advice untainted by allegiances to financial institutions and proprietary investment brands. Our work, our priority, and our first allegiance: you.
The Bonadio Wealth Management practice brings high-caliber expertise to your table—along with the broad resources and perspectives of experts throughout The Bonadio Group. Our hands-on approach can help you respond to an increasingly complex financial landscape. And there are no ulterior motives here because we aren't in the business of selling products.
When your financial life has too many questions, turn to Bonadio for answers.