Wealth and Estate Planning

Wealth and Estate Planning

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.

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC.
Cetera is under separate ownership from any other named entity.