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WEALTH MANAGEMENT

Personal attention by committed investment professionals.

Grow, preserve, and protect your wealth with expert advice from ELO CPAs & Advisors. We offer comprehensive planning and a wide variety of financial services to assist you in reaching your financial goals and retirement expectations. ELO CPAs & Advisors has partnered with RIA Advisory Group to meet all your wealth management needs.

We also provide a key and distinct advantage that you cannot find at any of the well-known financial services companies - we can connect the investment strategy within your financial planning goals directly to your tax planning needs to ensure all tax strategies are utilized. Whether tax-loss harvesting, tax diversification or tax savings, we work to minimize your tax exposure. Why not keep more of your earnings, ELO CPAs & Advisors can help make that a reality.

The time is now to call our Wealth Management team to start saving money and taxes.

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Our Wealth Management Services Include:

Asset Management

Custom Portfolio Management
Separately Managed Accounts
Retirement Planning, Estate Planning and insurance Planning
Small Business 401(k) Plans
Solo (k), SEP & SIMPLE
Tradtional and ROTH plans
529 Plans

Advisory/Brokerage Services

Individual Securities
Exchange Traded Funds (ETFs)
Mutual Funds
CDs/Bonds
No load, no surrender low cost variable annuities

BUSINESS CONSULTING

M&A Services & Due Diligence Succession & Exit Planning Strategic Planning & Advisory Board Services Risk Management
CLIENT ACCOUNTING SERVICES

Individual Business Accounting CFO & Controller Services QuickBooks Training & Support Payroll Services & Compliance
BUSINESS TAX

Business Tax Agri-Business Tax Individual Tax Tax Credits & Incentives Estate & Trusts Sales & Use Tax
AUDIT & ASSURANCE

Full-Scale Reviews Agreed Upon Procedures Financial Statement Employee Benefit Plan Gov't/School District Peer Review
WEALTH MANAGEMENT

401k Planning Individual Investing Retirement Planning Insurance Review

FREQUENTLY ASKED QUESTIONS

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As a partner and practice leader, Matthew Buenzow oversees the tax department for the firm along with providing leadership in construction services. He works with contractors of all sizes to help them succeed by providing industry-leading expertise and focused business planning strategies, as well as assisting them with their tax, accounting, and financial and risk management needs.

CONTACT MATT

EXPERT