High Net Worth
Some clients have reached their financial status through exceptional personal achievement or business success, while others have inherited substantial assets. In either case, the challenge is how to grow and protect your wealth.
At Rodman, we can help you manage your wealth, assist in transferring it to future generations, and achieve your philanthropic goals. As your advisor, we believe long-term success is rooted in a strong personal relationship with you and a collaborative approach. To that end, we are “good listeners” and advocates before we are CPAs. Only after we know your goals and wishes, do we begin to develop a strategic tax plan. With this enduring culture of personal attention and tailored services, we have helped individuals and family – just like yours – to secure their financial future.
“They really understand family-business issues”
“Their work is consistent, professional, and well-done”
“Collaborative, personalized service”
“They are my go-to firm for business valuations work … a lot of firms their size do not offer that expertise”