CPA Service Areas

  • Orlando
  • Winter Park
  • Lakeland
  • Davenport

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Wealth Management Services for High Net Worth Individuals

Orlando wealth management servicesAre you planning for tomorrow’s financial goals today? Perez Goree & Associates, LLC can help you reach your personal and financial ambitions through our customized wealth management services. We'll work closely with you to formulate a sound plan that reflects your financial objectives and safeguards your assets.

It’s never too soon to start planning for the future of you and your family. Even if you’ve given this some consideration, a person’s financial priorities evolve as time goes by and any limited plans you already have in place may no longer be sufficient. Whereas college savings planning may have been a priority at one stage in your life, succession, retirement and estate planning may come to the forefront later on. With our assistance you can preserve your wealth for the next generation and feel confident that your family will be financially protected in the years to come.

Our wealth management services are perfect for busy professionals with no time to manage their assets, families with a large number of assets and high net worth individuals that want to separate personal assets from a family business. With our assistance you can see a clear picture of where you are now and how your finances can be managed down the road for the benefit of your loved ones. Call our Orlando, FL accounting firm at 517-281-3983 to schedule a free consultation today. Our services include:

  • Asset allocation analysis
  • Investment management
  • Insurance management
  • Charitable giving
  • Budgeting and cash flow

Retirement Planning

We’ll put together a retirement plan that can evolve over time to preserve wealth and secure assets with minimal tax implications.

Tax Planning and Preparation

We take a proactive approach to tax planning for high net worth individuals to help you minimize taxes so you can hold on to more of your assets.

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