Why Choose Tax & Wealth Management, LLP?

Why are we different than many of our competitors? We are Certified Public Accountants and Personal Financial Specialists.

• David Mendenhall holds Series 7 (general securities license) and Series 66 (uniform combined state securities license) along with life, health and annuity insurance licenses.
  *Investment and financial planning services are offered by David Mendenhall through his affiliation with Avantax.
• Paul Witzke holds Series 7 (general securities license) and Series 66 (uniform combined state securities license) along with life, health and annuity insurance licenses.
• Bill Heck holds Series 7 (general securities license) and Series 66 (uniform combined state securities license) along with life, health and annuity insurance licenses.
• Paul Cramer holds Series 7 (general securities license) and Series 66 (uniform combined state securities license) along with life, health and annuity insurance licenses.
• Robert Barry holds Series 7 (general securities license) and Series 66 (uniform combined state securities license).
  

Holding all financial designations allows us to tailor a financial plan for our clients that looks at their specific needs and financial objectives. As we are sure you are aware, if an individual asks his stockbroker for tax advice, the stockbroker must refer him to his CPA; the same goes with their insurance agent. Since we are CPAs that hold the necessary security and insurance licenses, we can help our clients with comprehensive financial advice.