As CPAs, we have seen our client’s financial situations become more complicated and risky.  We have witnessed financial goals go unmet due to the lack of proper planning, implementation, and monitoring. We see an opportunity to better fulfill our promises to our clients by enhancing and expanding our services to include wealth management.

Adding these additional services to those that we already provide assures that our clients now have a partner that can help them focus on their long-term financial goals.  Our expanded wealth management team allows our clients to gain an additional level of comfort knowing they are more likely to deliver on the important promises they make to their spouses, children, and themselves.

Please visit our site at