Private Clients & Wealth Management

Our integrated approach to wealth management will help you maximize your net worth and prepare for the future.

Margaret Amsden

Shareholder

Margaret leads the firm’s private client services group as the point person for individual, estate and succession planning tax strategies.

Casey Haggerty

Senior Manager

Casey supports high net worth individuals by providing tax and estate planning guidance through the firm's private client services group.

Private Client Services

Supporting closely-held entrepreneurs

As a closely-held business owner, you deserve a holistic approach to wealth management on both a professional and personal level. Are you having the right conversations with the right people to understand your next steps? Our integrated, consultative approach involves partnering with other trusted advisors to help you maximize your net worth and prepare for the future. Our team is here to support you, whether you are seeking guidance about:

Tax planning
Preparing for long-term financial health
Current and future cash flow
Retirement savings
Estate planning

Personal Tax Services

Personal tax strategies, planning and consulting

Our team of certified public accountants provides tax strategies, planning and consulting services for your personal taxes. Our tax team can help with:

Income Tax Planning & Strategies

Activity grouping for passive or Qualified
Business Income (QBI) purposes
IRA strategies including Roth conversions, non-deductible contributions and back door Roth plans
Capital gain/loss harvesting
Alternative minimum tax planning
Research & Development, foreign tax and other credit utilization planning

Estate & Trust Planning

Gift planning
Estate planning, including tax and liquidity analysis
Trust strategies including the benefit of
Irrevocable Life Insurance Trusts, spousal lifetime access trusts and other vehicles

Other Planning Considerations

Asset ownership alternatives, use of LLCs and family partnerships