Strategic CPA Investment and Wealth Mgmt - Grand Haven, Michigan

Strategic CPA Investment and Wealth Management – A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and sophisticated investment strategies, Strategic CPA Investment and Wealth Management offers a dedicated and personalized approach. Located at 16930 Robbins Rd Suite 130, Grand Haven, MI 49417, this firm specializes in guiding clients through complex financial landscapes, combining Certified Public Accountant (CPA) expertise with wealth management solutions. Their commitment is to build long-term relationships based on trust, transparency, and a deep understanding of each client’s unique circumstances and goals.

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About Strategic CPA Investment and Wealth Management

Strategic CPA Investment and Wealth Management distinguishes itself through a dual approach. They leverage the rigorous analytical skills of a CPA to thoroughly assess a client’s current financial situation, including income, expenses, assets, and liabilities. This detailed analysis forms the foundation for a customized investment strategy designed to align with the client’s risk tolerance, time horizon, and specific objectives – whether it’s retirement planning, college savings, estate planning, or wealth preservation. The firm’s services extend beyond simple investment advice; they proactively manage portfolios, regularly reviewing and adjusting allocations to capitalize on market opportunities and mitigate risks. They prioritize a holistic view of finances, recognizing that investments are just one component of a successful financial plan.

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Services Offered

The firm’s service offerings are broad and adaptable, catering to a diverse range of client needs. Key areas of focus include:

• Investment Management: Portfolio construction, asset allocation, security selection, and ongoing monitoring. They utilize a range of investment vehicles, including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: Developing comprehensive retirement plans, estimating retirement income needs, and selecting appropriate retirement accounts (e.g., 401(k), IRA).
• Estate Planning: Working with legal professionals to create wills, trusts, and other estate planning documents to ensure assets are distributed according to the client’s wishes.
• Tax Planning: Utilizing their CPA expertise to minimize tax liabilities through strategic tax planning strategies.
• Financial Education: Providing clients with the knowledge and resources they need to make informed financial decisions.
• Risk Management: Assessing and mitigating various financial risks, including market risk, inflation risk, and longevity risk.

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Accessibility and Amenities

Strategic CPA Investment and Wealth Management is committed to providing a welcoming and accessible environment for all clients. The office is equipped with a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Restrooms are also available. Appointments are recommended to ensure dedicated attention and personalized service. Clients can easily contact the firm at Phone: 68886270 or visit their website at strategiccpaplanner.com. Currently, the firm has 0 reviews on Google My Business, reflecting a nascent online presence, but their commitment to client satisfaction is evident in their approach.

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Opinions and Reputation

As of today, Strategic CPA Investment and Wealth Management does not have any publicly available reviews on Google My Business. This indicates a relatively new or developing business within the local market. However, the firm's dedication to personalized service and its combined CPA and wealth management expertise suggests a strong potential for positive client feedback. The average opinion is 0/5, suggesting an opportunity for the firm to actively cultivate positive reviews and build a strong reputation.

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Contact Information

Address: 16930 Robbins Rd Suite 130, Grand Haven, MI 49417
Phone: 68886270
Website: strategiccpaplanner.com

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