Join a growing community of CPAs across the country who partner with us to extend their solutions and services.
As a CPA, you may be considering adding wealth management services to expand your offering, be more competitive and extend client services, all while potentially earning additional revenue.
With your tax experience and our in-house teams, you’ll be able to offer your clients comprehensive, personalized advice, as well as take advantage of resources to help you grow and scale your business. And, when you refer clients to our firm via this program, we’ll compensate you for those referrals.
Ready to Get Started?
We will collaborate with you throughout the client’s relationship cycle, because we believe that tax and wealth management strategies should complement one another.