Who We Are
Wealth Management Professionals
The Story Behind Our Firm
Customized Solutions For Successful Professionals
In partnership with you and your extended family, we aim to bring greater clarity and vision to your financial life, with a focus on what matters most to you. Our mission is to help you achieve greater financial security and freedom, so that you can live a more satisfying and fulfilling life.
With a focus on the big picture, our comprehensive Custom Wealth Retirement Plan coordinates all aspects of your financial life, including planning for:
- Income Taxes
- Financial Independence
Our approach identifies and eliminates gaps and frees up time, giving you the greatest probability at success when it comes to reaching your goals and attaining financial independence.
We’re Here to Help You
You have a lot you want to accomplish —
we’re here for every milestone.
Manage your money
Proper Tax Planning
Free up your time
Achieve your goals
Leave your legacy
Meet Our Team
Every Member Of Our Team Is Passionate About Using Their
Knowledge And Unique Experiences To Assist You.
The Custom Wealth Strategies team consists of CPAs, CFPs, Enrolled Agents, and more.
No matter the credential, each member of the team is fully invested in helping our clients attain their own personal financial goals, all while delivering the best service and client-experience possible.
Expert Resource for Customized Solutions
The Advanced Planning team is our expert resource for wealth management and financial planning strategies that address our clients' complex financial situations. Team members can research technical issues and coordinate the expertise of other Commonwealth specialists to help us provide our clients with nuanced, customized solutions, ranging from risk management and investment taxation to charitable giving, estate planning, executive benefits, concentrated stock, and more.
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