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.

Rodman CPAs is now BerryDunn. We're thrilled to share our news!

As of July 1, 2019, Rodman CPAs has merged with BerryDunn to deliver more tax, assurance, and consulting services to businesses in New England. We are excited to partner with a firm that shares our commitment to attracting and retaining the highest quality people who will continue to offer you exceptional, personalized client attention.

To learn more about our services and the industries that we serve please visit berrydunn.com.

For current Rodman clients seeking to make a payment, please contact Kathy Bautze directly at 617.965.5959x225.

You may also continue to access your secure client portal at rodmancpa.com/portal.