St. Clair CPA Solutions offers a fully integrated approach to managing wealth for every stage of the individual and family lifecycle. Recognizing that effective wealth management must consider all aspects of a client's financial position, we pioneered professional communication and coordination between tax advisors and investment advisors. Our clients benefit from streamlined financial services that encompass cohesive strategies to help minimize taxes and maximize wealth, presented by professionals who are united in their commitment to high quality, personal service.
Working together, the respected accountants of St. Clair CPAs, P.C., an independent certified public accounting firm, and the experienced financial planning professionals of CPA Financial Group, LLC, coordinate tax strategies, plan design, and investment strategies to build financial portfolios based on tax benefits and investment performance. Financial planning professionals of CPA Financial Group, LLC, are Registered Representatives and Investment Adviser Representatives of Commonwealth Financial Network.
This comprehensive strategy is both proactive and reactive, helping clients to plan for the future while responding and adapting to the natural and unexpected changes in each client's financial life. Through St. Clair CPAs, P.C. and CPA Financial Group, LLC, the objective of St. Clair CPA Solutions is to effectively and efficiently reduce tax liabilities and help clients protect, preserve, accumulate, and transfer wealth.This communication is strictly intended for individuals residing in the states of Arizona, Arkansas, California, Delaware, District of Columbia, Florida, Georgia, Idaho, Indiana, Maryland, Michigan, Minnesota, North Carolina, New Jersey, New Mexico, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, and Vermont. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.