August 5, 2013

Individual consulting


We specialize in serving individuals with multifaceted financial lives. In this situation, you need someone special to help you protect and grow your assets. With our combination of tax and Financial Advisors, we look at your entire financial picture, working as a team to reduce your tax and financial liability while increasing your assets.


Through ICPA, you also have access to our full-service investment management company, Integrated Wealth Management. Your ICPA accountant and Wealth Management advisor work together as a team to plan for your financial health. Under this total-wealth-management approach, the individual services you receive, as well as the financial choices you make, are all part of your investment in your overall financial health. The following is just a few of the areas in which we provide consulting services: