Meet Bob Morvice, CFP®, EA
Wealth Partner and Dir. of Operations

Whether I’m relaxing at home or helping folks in the office, I always strive to be a lifelong learner. I believe there’s tremendous value in understanding who my clients are, what’s standing in their way, and where they’d like to go. From there, I help provide thoughtful solutions and close guidance to better move them towards those goals.

Let Us Help You!

Learn about the art of thoughtful decision-making on your financial future, the crucial distinction between financial advisors and accountants, and strategies for end-of-year tax planning in our recent podcast episode!

Tax Preparation

Tax Preparation offers accurate, stress-free tax filing for individuals and businesses.

Our Tax Preparation services provide you with finished documents with strategic forethought built in.

The traditional approach misses the opportunity for proactive savings, while we pride ourselves on helping you keep more money in your pocket over time.

Tax Planning

Tax Planning provides year-round strategies to lower your tax liability over the long term.

While most tax firms focus on saving you money this year, we look ahead to help you reduce taxes over your lifetime.

For example, we enjoy using the summer to dig in to discover your personalized long-term tax strategies.

Strategic Advisory

Our Strategic Advisory gives proactive guidance to help you make smarter financial decisions.

By identifying tax-saving opportunities before they happen, we help you minimize what you owe, year after year.

That forward-thinking approach unlocks opportunities many miss, especially when you consider how tax savings can compound over a lifetime of work.