Tax & Wealth Management, Inc. offers family wealth planning, accounting, tax and administrative services dedicated to serving a wide range of personal needs. Our advice is independent and objective as we do not sell any insurance or investment products. Our clients reside throughout the United States and Bermuda.
We assist our clients in developing, implementing and monitoring family wealth planning strategies. We pride ourselves in personal service and long-term relationships. Our implementation and back-office accounting set us apart. Family wealth planning must be flexible in order to adapt to changing circumstances that invariably occur. Our experience has shown that a continuing relationship with an independent accounting firm that has a complete understanding of your personal goals and objectives can prove invaluable to you and your family over the course of a lifetime.
As independent CPAs with a wide range of experience, we are able to serve as a valuable resource on your advisory team. We are team players and we realize that a successful financial plan involves the integration of expertise from your investment, legal, tax and accounting advisors. Our clients will attest to the quality of our personal service and we provide references upon request.
Owner & President: Brian K. Gothot | 216-583-0083
Tax & Wealth Management, Inc. | 600 Superior Avenue East, Suite 2430 | Cleveland, Ohio 44114