What We Do for CPAs
Technology is changing rapidly. See why our CPA partners come to us to solve all of their financial services needs for their clients.
Posted by Mike Williams
4 years ago / October 26, 2020
Mike is a Managing Director, starting his career in financial services for clients back in 1982. With nearly four decades of experience in all types of economic climates, he helps clients focus on a solid foundation while addressing all major aspects of a productive, long-term wealth management plan for them. An effective blend of logic, data, discipline and patience drives the team's goal to see clients take confident strides in meeting their wealth-building goals. Those efforts help address tax elements, estate issues, comprehensive wealth management and cash flow goals as well as significant areas charity work and tax-free income benefits, where applicable.
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