It’s often an overwhelming chose to manage both personal and family finances.
Every family and organization has a unique combination of concerns, from protecting and growing wealth, managing risk, estate planning and private foundation management. Each unique combination of financial concerns requires a tailored solution that is both comprehensive and flexible.
At “Certified Public Accountants ”, we pay close attention to the current issues so that we are always working toward your continued financial well being. We take care of protecting, preserving, and improving your financial status.
We study your specific goals, examine your present and forecasted balance sheet and cash flow componentsand build a plan that helps you meet your goals. With our multi-disciplinary accounting, audit, tax and investment advisory service capabilities, we employ our resources to help your meet your business and personal goals.
Our Wealth Management Services:
Personal financial planning
Investment strategy and consulting
Retirement plan consulting
Financial education and training
401(k) design, implementation and administration
By utilizing our extensive personalized services for US and International Private Clients alike, we extend Individual tax planning to sophisticated estate and charitable planning strategies.
We know that successful income and estate tax planning services rely on confidential and trusted relationships and we do everything we are capable of to earn and maintain your trust. The experts that work with us will interface with the advisors on your team to develop and integrate the best plan of action to ensure that you reach your goals. We begin with you, the client. Your needs, your risk tolerance and your time horizon are our guide.
From our discussions with you, our portfolio managers begin to build a custom portfolio. Our investment strategy will be crafted according to your individual needs. And as your life changes, so will your portfolio.