·¬ÇÑÊÓÆµapp was founded 40 years ago on the belief that implementing a holistic, tax-smart approach to your wealth can yield healthier financial and investment decisions. You deserve wealth management with a multi-faceted approach. By using tax information to inform investment decisions, your ·¬ÇÑÊÓÆµapp Financial Professional can find opportunities and vulnerabilities that can help maximize your financial potential. You worked hard for your money; we want to make it work hard for you.
Thatâ€™s why, together, weâ€™ll explore several of the following areas and how they shape your financial future:
To download our Tax-Smart Investing Brochure, click here.
Founded by a CPA in 1983, ·¬ÇÑÊÓÆµapp is a pioneer of the concept of tax-smart investing and planning. We support an independent network of both tax and non-tax professionals who provide comprehensive financial services to people like you. Our trusted network of 3,100 independent advisors nationwide, operating with $76.9 billion in total client assets*, are waiting to help you reach your financial goals.
Not quite sure what you are looking for? Contact us to learn more about your Financial Planning and/or Retirement Planning options with ·¬ÇÑÊÓÆµapp.
*As of December 31, 2022.