Wealth Management

Nurturing your wealth requires an integrated approach. With Rohr CPAs, experience the synergy of tax expertise and wealth management under one roof. Our founder, Daniel Rohr, is not only a seasoned CPA, but also a Personal Financial Specialist (PFS) — a unique combination that ensures all-encompassing insight into your financial health. As we masterfully navigate the maze of your tax landscape, we simultaneously chart the course for your financial growth. Trust in Rohr CPAs’ holistic approach to wealth management, where we know not just your tax situation, but understand your financial dreams and goals intimately.

Our Difference

Unveiling the Path to Prosperity: A Comprehensive View

At Rohr CPAs, we understand that managing wealth is much more than just crunching numbers. It’s a journey that requires strategic planning, careful oversight, and a nuanced understanding of the ever-changing financial landscape. As CPA Financial Planners, our team possesses a unique blend of skills, combining tax expertise with financial planning proficiency to offer a comprehensive wealth management approach. We provide customized strategies designed to grow, preserve, and ultimately transfer your wealth in the most tax-efficient manner.

Our wealth management services encompass financial planning, estate planning, and business succession planning. We work closely with you to gain a deep understanding of your financial goals and objectives. By integrating tax and financial planning, we ensure that each decision made and strategy implemented aligns with your long-term vision. Whether it’s planning for retirement, securing your children’s future, or transitioning your business, our strategies are designed to make your financial goals a reality.

But our role extends beyond just providing plans and advice. As your wealth management partner, we also keep you informed about the latest market trends, tax laws, and financial concepts. We believe in empowering you with knowledge so that together we can make the best decisions for your financial future. Our commitment to fostering strong client relationships and our dedication to continuous learning sets us apart in the wealth management sphere. Choose Rohr CPAs as your ally in your wealth journey, and experience the power of integrated tax and financial expertise.

Personal Financial Planning

Let our Personal Financial Specialists guide you through the complex maze of financial decisions. With Rohr CPAs, craft a personalized financial plan that aligns with your unique goals and lifestyle. Step into a future of financial clarity and control.

Estate Planning

At Rohr CPAs, our Estate Planning services ensure the smooth transition of your wealth to the next generation. Navigate the complexities of preserving and passing on your legacy with our expert guidance. Let us help safeguard the future of your loved ones.

Business Succession Planning

Set your business up for continued prosperity with Rohr CPAs’ Business Succession Planning services. Ensure your enterprise’s stability, longevity, and legacy with our expert planning and advice. Entrust your business’s future to our knowledgeable team.

Discover Clarity with Asset-Map®

Uniting every facet of your financial life in one visual snapshot, Asset-Map® equips us to build a comprehensive and personalized financial strategy. This powerful tool captures your unique financial world, illuminating the path to your goals, exposing gaps, and revealing opportunities. With Asset-Map®, we truly align on every step of your financial journey.


Rohr and Associates, Inc. is a licensed accounting firm in the State of California that provides accounting and tax-related services. Investment advisory services are offered by WealthSource Partners, LLC (“WSP”). No portion of WSP’s services should be construed as legal, tax or accounting advice. Rohr & Associates, Inc. and WSP are independent and unaffiliated entities.