Offer investment advice with
an ally by your side.
We’ve learned that clients truly appreciate the objective advice rendered by their tax advisor. Your ability to manage investment portfolios is not only rewarding but extremely effective as decisions are made which are in the best interest of the client. Moreover, being the “rep of record” significantly enhances the market value of your practice – critical for growth or succession planning.
Having served tax professionals for over twenty years, our management team has the skill and knowledge to help you integrate financial services into your core practice.