We believe that building and protecting your personal wealth required specialized attention. Our Wealth Management practice is built on a comprehensive, disciplined approach. We focus on the 8 Wealth Management Issues that our clients are likely to face at some point in their lives:
- Investment Management *
- Cash Flow and Debt Management
- Family Risk Management
- Retirement Planning *
- Education Planning
- Legacy Planning
- Business Planning
- Special Situations Planning
Because no two clients are the same, we are committed to individually knowing our clients well enough that we can help them anticipate when each Wealth Management Issue will become a priority. This disciplined process also allows us to proactively provide our clients with ideas, suggestions and alternatives for each issue, considering your current situation, future plans, feelings and family dynamics.
Tax planning is not specifically listed as a Wealth Management issue, because we believe it is really a common thread through all the 8 Wealth Management issues. We believe that as Certified Public Accountants, we are uniquely situated to assist with all of your financial needs.
*These services are offered by Emile and Anne Oestriecher and Gregg Renda through their affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.