We Try and Keep Your Accounting Needs Not So Taxing

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Private Client Services

Those with high net worth in need of outstanding accounting services need to contact the team of professionals at Weinberg & Co. WPB, LLC as soon as possible. We specialize in assisting those with significant assets with all their financial and tax preparation needs. Constant changes in tax law in an already complex system makes it nearly impossible for someone to manage on their own. Instead, high net worth individuals are encouraged to take advantage of the private client services offered by the team at Weinberg & Co. WPB, LLC. Your wealth isn’t something to trust to just any CPA firm in West Palm Beach. Trust the firm with more than two decades of experience and a team of skilled financial professionals; Weinberg & Co. WPB, LLC.

Maximize your Potential with Private Client Services

Everyone has financial goals and at Weinberg & Co. WPB, LLC, we're here to help you reach them. Managing significant financial assets means developing sound strategy, analyzing all avenues for growth and improvement and of course, minimizing risk. There are many different financial strategies and opportunities offered to those with a high net worth so make sure you understand all your options before making any financial decision. You worked hard for your position in life, now let our skilled financial service team help you get the most out of your assets.

Our CPAs offer a variety of financial services to high income and net worth individuals including:

  • Income Tax Planning and Preparation
  • Trusts and Estate Planning
  • Asset Aquisition
  • Bill Payments
  • Charitable Contribution Management
  • Life Insurance and Future Planning
  • Much more

Are you ready to meet your financial goals?

Our CPAs at Weinberg & Co. WPB, LLC are some of the most knowledgeable and experienced when it comes to managing private client services in West Palm Beach. Our commitment to your bests interests is what sets us apart from other accounting and tax preparation services in South Florida. Are you ready to meet your financial goals? Then call on the team at Weinberg & Co. WPB, LLC today and let’s get started!

We Try and Keep Your Accounting Needs Not So Taxing

Get in touch with our CPAs.

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