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Wealth Management Services

Early in my career I found that many entrepreneurs would work with their financial advisors then contact me to determine the tax effect of their investment decisions. I always thought that this was like putting the cart in front of the horse. CPAs are in a unique position to advise their clients on how to mitigate risk, maximize their retirement contributions, succession planning, estate planning, college savings*, and portfolio diversification*. In other words, "Wealth Management". A significant amount of training and licensing is required to offer these services but it is essential for the entrepreneurial client. As a result, I have become an investment broker*, insurance producer, and an investment advisor representative*.

If you are wondering how a CPA could offer accounting, tax, and wealth management services simultaneously, the answer is that I am associated with one of the largest network of tax professionals that do so, specifically, Avantax Investment ServicesSM. When it comes to implementing strategies for your investment and retirement needs, the team of financial professionals at Avantax Investment ServicesSM is with us every step of the way. In addition, when it comes to managing family risks and handpicking the products from only the highest-quality insurance carriers, the team of insurance specialists at Avantax is also with us every step of the way. To learn more on how this strategic relationship could serve your particular wealth management needs, please visit our "Professional Money Management" page.

Providing wealth management and insurance advisory services are part of our holistic approach to serving entrepreneurs. I look forward to assisting you in implementing your wealth management strategies that are consistent with achieving your business and personal goals.

Rick Zyczkiewicz CPA MBA

Financial Advisor*

Investment Advisor Representative*

Insurance License # 7969361

*Securities offered by Rick Zyczkiewicz through his affiliation with Avantax Investment ServicesSM, Member FINRA, SIPC Investment advisory services offered through Avantax Advisory ServicesSM. Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.

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