Resources for CPA Firms

Higher Net Worth families and Business Owners want a team to help simplify their financial lives, as well as provide customized independent solutions.  

As a Registered Investment Advisory (RIA) firm, we provide non-bias, independent advice.  And as a Fiduciary, by law we must act in our clients’ best interest whereas the larger wirehouse brokerage firms don't. 

We work with CPAs every day and support their member organizations in a variety of ways, including speaking at MICPA events, providing relevant thought leadership and serving on planning committees.

For the CPA firms that don’t have an in-house financial planning group, we are able to provide a virtual financial planning team, so those CPA firms can better compete. 

*"The inclusion of a wealth manager on The FIVE STAR Wealth Manager Award list should not be construed as an endorsement of the wealth nor should it be inferred that the responses used from the survey represent the experience of any clients. This award does not evaluate the quality of service provided and the wealth manager may have had unfavorable ratings. The rating is not indicative of the wealth manager’s future performance."