Walter & Shuffain - Certified Public Accountants & Business Advisors

Wealth Management

With a solid background in financial planning, investments, retirement plans and taxation, our team offers custom solutions for your financial situation. When you meet with W&S, our consultants take the time to discuss your financial goals and objectives so they can best define a customized investment plan with your objectives in mind.

Our specialized services are designed to help you meet your financial targets:

Investment Management Services

With all of the investment information available these days, making wise investment choices in the current volatile market can be a daunting task. Rather than trying to make sense of it all yourself, let Walter & Shuffain do it for you.

At W&S, our focus is always on you. Whether you’re planning for retirement, saving for your children's education, managing risk or just trying to make your money work harder, our highly-experienced team will help you implement a disciplined, long-term investment strategy devised to ensure you’re able to reach your goals. We’ll develop and formalize an appropriate investment policy, determine the optimal asset allocation and build a portfolio that fully meets your after-tax investment goals.

When you trust your investment management to W&S, you can expect on-going monitoring of your progress and, when new legislation is passed, help in understanding and implementing advantages that fit your situation.

Our investment management professionals provide:

  • Exceptional personal service and proactive communication.
  • A wide range of financial strategies and effective methods to save and build your wealth.
  • Easy-to-understand reporting and follow-up meetings to ensure your goals are being met.

Estate Planning Services

Ensuring your family's financial security is a complex process and you need a proven strategy in order to succeed. W&S provides customized estate planning services designed to meet your needs. Our specialists assist in managing and conserving your estate while minimizing income and estate tax costs. They offer proven estate planning solutions designed to help you accumulate, conserve, and enjoy the benefits of your success while ensuring maximum wealth is passed on to loved ones. Let our team assist in managing and conserving your estate while minimizing income and estate tax costs.

Our estate planning services include:

  • Income tax planning
  • Estate tax return preparation
  • Insurance planning
  • Successor's tax return preparation
  • Retirement planning
  • Fiduciary income tax return preparation
  • Business succession planning
  • Business valuations
  • Charitable giving strategies
  • Trusteeships
  • Asset protection planning
  • Minor children considerations
  • Eldercare planning
  • Lifetime gifting strategies

Contact us for more information about W&S’s wealth management services.