2922 Fuller Avenue Northeast,
Want To Keep More of Your Money?
Welcome to tax-smart wealth management.
Personalized Client Experience
Taking care of what's important so you can focus on what matters most to you.
With respect to building and distributing wealth, planning out a tax-smart strategy can help you keep much more of what you have worked hard to earn. We offer a friendly approach while providing expert advice at a reasonable cost. Contact us to learn more about the powerful advantages of combining your CPA tax and wealth management strategies into one cohesive plan.
We believe that when your experienced wealth management professional is also a CPA tax-expert, powerful planning advantages can occur for you
Helping business owners develop and implement tax-smart wealth management strategies.
Helping clients understand the asset accumulation phase vs the asset distribution phase of life.
Providing tax-smart investments for after-tax accounts.
Helping clients develop effective asset allocation strategies.
Guiding clients on how to effectively distribute funds during retirement in a tax-smart way.
Guiding clients on tax-smart strategies for legacy planning.
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
"Someone’s sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
You’re working hard for your future, but are you getting the most from your efforts?
Our process starts with the expert tax focus of our firm Strategic CPA Accounting & Tax Solutions.
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.