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

Leading the firm’s private client services group, Margaret’s strategic & educational approach fosters a culture of learning among clients and colleagues.

Casey Haggerty

Senior Manager

Casey is highly regarded for his drive & attention to detail as a leader in the firm’s expanding private client services group supporting high net worth individuals.

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
Margaret & Casey in the office
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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:

  • 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
  • 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

Asset ownership alternatives, use of LLCs and family partnerships

Divider

Margaret Amsden

Shareholder

Leading the firm’s private client services group, Margaret’s strategic & educational approach fosters a culture of learning among clients and colleagues.

Casey Haggerty

Senior Manager

Casey is highly regarded for his drive & attention to detail as a leader in the firm’s expanding private client services group supporting high net worth individuals.

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