{"id":405,"date":"2019-11-01T07:17:06","date_gmt":"2019-11-01T07:17:06","guid":{"rendered":"https:\/\/www.theaccountancy.com\/?page_id=405"},"modified":"2024-02-17T11:25:31","modified_gmt":"2024-02-17T19:25:31","slug":"wealth-management","status":"publish","type":"page","link":"https:\/\/www.theaccountancy.com\/what-we-do\/wealth-management\/","title":{"rendered":"Wealth Management"},"content":{"rendered":"

[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” z_index=””][vc_column][qode_elements_holder number_of_columns=”two_columns” custom_class=”reverse-items”][qode_elements_holder_item cover=”yes” vertical_alignment=”top” advanced_animations=”no” background_image=”2173″ item_padding=”0px” item_padding_600_768=”400px 0px 0px” item_padding_480_600=”400px 0px 0px” item_padding_480=”400px 0px 0px”][\/qode_elements_holder_item][qode_elements_holder_item vertical_alignment=”bottom” advanced_animations=”no” item_padding=”100px 100px 100px 150px” item_padding_600_768=”50px 30px” item_padding_480_600=”50px 30px” item_padding_480=”50px 30px” item_padding_768_1024=”60px 40px”][vc_column_text el_class=”tax-services”]<\/p>\n

WEALTH MANAGEMENT<\/p>\n

Bridge Advisory<\/h1>\n

Our alliance with Bridge Advisory exists for our clients. Our clients have experienced the benefits of this model as all members of their financial team communicate their ideas on lowering tax burdens, or providing for retirement income, running a business, or having a succession plan.<\/p>\n

We have skillsets that overlap and complement each other.<\/p>\n

We have countless examples of how collaborative advice benefits our clients. We lead, guide or stand by your side. We provide forward thinking as we connect you to your financial future.<\/p>\n

If at any time, you would like a Financial Health Assessment, simply fill out this form<\/a>, and the Partner you normally work with at The Accountancy will get in touch with you to set up a time to discuss your needs.<\/p>\n

Please note our disclosure<\/a> describing our relationship with Bridge Advisory.[\/vc_column_text][\/qode_elements_holder_item][\/qode_elements_holder][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][vc_empty_space height=”125px”][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][vc_empty_space height=”50px”][vc_row_inner row_type=”row” type=”grid” text_align=”left” css_animation=””][vc_column_inner el_class=”sb-vio-top-right” width=”1\/3″]

Vanessa Burnett<\/a><\/h4>\n

CFP\u00ae<\/p>\n

<\/i><\/a><\/span>\u00a0 \u00a0<\/i><\/a><\/span>\u00a0 \u00a0<\/i><\/a><\/span>[\/vc_column_text][vc_empty_space height=”100px”][\/vc_column_inner][vc_column_inner el_class=”sb-vio-top-right” width=”1\/3″]

Steven Clement<\/a><\/h4>\n

CPA, MBA, CFP\u00ae<\/p>\n

<\/i><\/a><\/span>\u00a0 \u00a0<\/i><\/a><\/span>\u00a0 \u00a0<\/i><\/a><\/span>[\/vc_column_text][vc_empty_space height=”100px”][\/vc_column_inner][vc_column_inner el_class=”sb-vio-top-right” width=”1\/3″]

David Penniall<\/a><\/h4>\n

CFP\u00ae<\/p>\n

<\/i><\/a><\/span>\u00a0 \u00a0<\/i><\/a><\/span>\u00a0 \u00a0<\/i><\/a><\/span>[\/vc_column_text][vc_empty_space height=”100px”][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][vc_empty_space height=”100px”][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” z_index=””][vc_column][qode_elements_holder number_of_columns=”two_columns” custom_class=”reverse-items”][qode_elements_holder_item cover=”yes” vertical_alignment=”top” advanced_animations=”no” background_image=”2173″ item_padding=”0px” item_padding_600_768=”400px 0px 0px” item_padding_480_600=”400px 0px 0px” item_padding_480=”400px 0px 0px”][\/qode_elements_holder_item][qode_elements_holder_item vertical_alignment=”bottom” advanced_animations=”no” item_padding=”100px 100px 100px 150px” item_padding_600_768=”50px 30px” item_padding_480_600=”50px 30px” item_padding_480=”50px 30px” item_padding_768_1024=”60px 40px”][vc_column_text el_class=”tax-services”] WEALTH MANAGEMENT Bridge Advisory Our…<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":85,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"full_width.php","meta":{"_vp_format_video_url":"","_vp_image_focal_point":[],"footnotes":""},"class_list":["post-405","page","type-page","status-publish","hentry"],"yoast_head":"\nWhat We Do - Wealth Management | The Accountancy<\/title>\n<meta name=\"description\" content=\"We believe that accounting and wealth management go together. Your strategy for one influences your strategy for the other.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.theaccountancy.com\/what-we-do\/wealth-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What We Do - Wealth Management | The Accountancy\" \/>\n<meta property=\"og:description\" content=\"We believe that accounting and wealth management go together. 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