For each of us, we have a different set of priorities and concerns around wealth. Are you most concerned about planning for a financially-secure future and need help with retirement and social security planning? Do you want to ensure your legacy through an estate plan or gifts? Is it time to begin saving for your grandchildren’s education?
What makes us different? Our Wealth Management practice is associated with Mowery & Schoenfeld, LLC – a Firm of dedicated certified public accountants. We bring the expertise of individual tax planning and financial advisory to bear on our Wealth Management practice. For many of our clients, this means an extension of the service and relationships they already know and trust. For our new clients, this means a wholistic approach often missing from other Wealth Management providers. We offer the personalized service only available through a small practice; but with the support of trusted, large and diversified investment partners.
No matter what your goals, the Mowery & Schoenfeld Wealth Management team is here to help you plan for your priorities, guide your choices, and enjoy your wealth – today and in the future.