High Wealth Individuals

Offering Independent, Unbiased and Financial Advice for 70 years

You want to take advantage of every opportunity possible to grow your financial portfolio.  This means realizing the greatest return on your investments, while paying no more than what you owe in taxes.  In today’s increasingly complex tax, financial and legal environments, you need a team on your side to ensure the best outcome.  With due diligence and your best interest at the forefront, we are prepared to be a strategic leader on that team.

Our firm can work closely with your attorneys, investment advisors and insurance agents to help you achieve significant financial success. We have extensive experience in areas that are important to meeting the needs of high net worth individuals, including:

  • Gift and estate tax planningBoat in water image
  • Gift, estate and fiduciary tax return compliance
  • Charitable gift planning
  • Family limited partnerships
  • Trust administration
  • Trust planning (charitable, grantor retained, personal residence, life insurance and revocable)
  • Assistance with investment strategies and wealth management
  • Stock option planning
  • Personal financial statement preparation
  • Business valuations
  • Private foundation tax reporting and administration

Industry Leadership Team

We welcome the opportunity to learn more about you and your specific situation.

Freddy Robinson, CPA, Partner
Tracey Martin, CPA, Partner

Lory Kelley, CPA, Partner
Kevin Witriol, CPA, Principal

Select an Action (required)

Your Name (required)

Your Email (required)

Your Phone

Subject

Your Message (If registering for an event, include event date.)