Wealth Management and Planning

Wealth planningYou've worked hard to get to where you are. You've accumulated wealth that you want to protect from creditors and litigants, and eventually pass on to your heirs with as little as possible paid in taxes. Over the years, Richard P. Reid, CPA has facilitated wealth management strategies for many clients.

Our services are designed to help large law firms, sole proprietors, or individual partners who do not have time of their own to devote to wealth management and planning. Our Firm can facilitate proven strategies to help achieve clients’ asset protection and wealth preservation goals. 

Our wealth accumulation planning services include:

Call Richard Reid today at 800-279-3377 to discuss your wealth accumulation and estate planning needs.