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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. 

TALK TO AN EXPERT

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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TALK TO AN EXPERT

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. 

EXPERT
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