At Purk & Associates, we have completely integrated wealth management into our CPA firm, resulting in a shared expertise, greater service and a unique client experience. Our “one firm” approach provides an extraordinary combination of skills that ensures all aspects of your current wealth management plan are working together in the most tax-optimized manner possible. While your current broker most likely only has knowledge of your investment portfolio, we have an in-depth knowledge of your entire financial situation.
Below are the 10 key wealth management issues that Purk Advisors will address in order to implement comprehensive, tax-centric financial solutions to help our clients make timely, sound business decisions in order to achieve their goals.
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