Tax & Wealth Management
Tax Consultant in Cleveland, OH
We help our customers in developing, implementing and monitoring family wealth planning strategies. We pride ourselves in individual service and long-term relationships. Our implementation and back-office accounting set us apart. Family wealth planning must be flexible in order to adapt to changing circumstances that invariably occur. Our experience has shown that a continuing relationship with an independent accounting company that has a comprehensive understanding of your individual aims objectives can prove invaluable to you and your family over the course of a life time.
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Tax & Wealth Management
read moreBring organization and peace of mind to your family finances with Tax & Wealth Management, Inc. We provide turn-key family office administrative services supervised by experienced CPA professionals. Brian has over 35 years of experience in managing the tax consulting and compliance needs of individuals, trusts, estates, exempt organizations and closely held businesses. He has extensive experience with gift, estate and generation-skipping taxes, and income taxation of fiduciaries and beneficiaries, including complex estate tax audits.
Tax & Wealth Management
read moreWe simplify our client's lives by providing comprehensive administrative services for a small number of families on a structured and transparent basis. Simply stated, we bring corporate discipline to family finance. Our services are provided under the direction of experienced CPAs. We are independent and objective. We do not sell any products and we do not provide investment advisory services. We pride ourselves on providing thoughtful, independent advice and financial management for families. From bill pay and check writing to complex, strategic estate tax planning, our team works collaboratively with legal, accounting and investment professionals to achieve the best results for our clients.
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