You Are a CPA or Enrolled Agent. Your Smart, You Work Hard and Your Clients Rely on You For Your Advice and Sound Judgement.
Your Clients Want More Than Tax Preparation. They Hire You to Help Them Reduce Their Tax Liability.
You May Recommend Contributing to Their IRA, Monitoring Their Company Retirement Plan, an Investment That Creates Tax Free Income, a Gift to Their Favorite Charity, Creating their Estate Plan and Protecting Their Net Worth.
If You Are Looking for a Cost Effective Portfolio Investment Management Solution For Your Clients. The Investment Advisor Can Help. Our Advisory Fee is Among the Lowest Around.
We Provide Personalized Investment Advice, We Collaborate With You as Their Tax Advisor and Include Your Recommendations.
You Know Taxes, We Know Portfolio Investment Management.
Together, We Can Help Improve You Client’s Life.
To Explore How We Can Work Together Call:
Louis Wolkenstein
Managing Principal
The Investment Advisor
412-388-0500
