We believe that the most important areas for our clients to address are the 8 Wealth Management IssuesSM. We believe that all financial matters, wealth management planning and everyday tax & accounting decisions are inter-related and are best served by working with a team that fully understands all of your goals and needs.
We can help you with any one of these questions, and much more, while uncovering any additional important questions you should be asking. With juggling family, work, kids, etc., we understand the difficulties of getting your finances in order. Let us apply our expert knowledge and experiences to assist you.
*These services are offered by Joseph J. Ochotny, Jr. through his affiliation with Avantax.