Our People

The Wealth Group is a consortium of seasoned CPAs and other financial professionals, experienced in designing and implementing financial solutions that range from simple business matters to complex tax and investment issues. Managed by partners with more than 25 years of experience, it is a dynamic organization that has become a complete resource for its wealthy and influential clients - a strong network of trusted professionals, each expert in a particular area, and all ready to offer credible, objective advice and support.