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Wealth and Estate Planning

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Some of the most important decisions you will ever make are those concerning the protection and enhancement of your wealth. As a CPA and Certified Financial Planning firm, with a special expertise in wealth management, our goal is to remove the complexity, time and worry from your wealth management plan by developing a strategy that is best for you. We understand both the investment management aspect and the tax ramifications of your portfolio, helping you protect and preserve your wealth more effectively. The Wucinski Firm's experience as CPAs and CFPs, our training in investment management and our relationships with key strategic partners, make us uniquely qualified to assist clients interested in building wealth.

Our process is designed to ensure your wealth building keeps pace with the changes in your life. Whether you are just starting a career or focused on retirement, we offer a personal and professional approach that sets our wealth management services apart. As your wealth advisors, you can be confident that we will develop, implement and maintain a well-thought wealth accumulation plan and strategy designed specifically for you. Our capabilities include:

  • Tax planning and preparation
  • Retirement planning
  • Stock option analysis
  • Estate and trust planning and coordination with your attorney
  • Education planning
  • Charitable and philanthropic giving
  • Insurance selection and planning
  • Personal financial report analysis
  • Asset allocation review with your investment advisor
  • Investment management with your investment advisor

We offer a personal and professional approach that sets our wealth management services apart. As your personal Wealth Management CPA CFP, we carefully analyze your financial situation and partner with you to grow their assets and achieve long-term financial goals. Our comprehensive array of services allows us to develop an integrated, cohesive strategy geared toward your attaining financial objectives.

Services

  • Tax Preparation
  • Wealth and Estate Planning
  • Accounting Services
  • Financial Planning
  • Investment Planning

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North Texas 6220 Campbell Road Suite 201
Dallas, TX
75248 United States

  •  Tel: (972) 404-1650
  •  Fax: (972) 404-8462
  •  wucinskij@ceteranetworks.com
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Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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