Wealth Management
wealth management Services
Personal Financial Planning
Estate Planning
Business Succession Planning
accumulate and protect your wealth
Your financial life is interrelated. Your tax picture directly impacts your financial goals. With your financial health being so important, why would you separate your tax and financial planning? With Rohr CPAs, you don’t have to. Daniel Rohr is a CPA with a Personal Financial Specialist (PFS) designation from the American Institute of CPAs. A PFS is a skilled Financial Planner with a CPA certification behind them, meaning the tax planning piece of the puzzle is squarely in their expertise.
Who better to help you reach all of your financial goals than your CPA? We know your tax situation intimately and we can guide you through all of your financial decisions.
Understanding your long-term objectives and financial plan sets the stage for reaching your financial goals.
Protect assets. Transfer wealth. Realize dreams. We can provide proactive tax planning and guidance on elections for gifts, estates and trusts to build a strong foundation for your financial life.
Business succession and transition require a carefully crafted plan. When the time comes to transition out of ownership, we can help you reach your goals on your timeline.