Going forward, we are limiting new tax clients to those individuals that also hire us to manage their investment assets. In addition to being a CPA, I am also a registered investment advisor & partner of Spectrum Strategic Capital Management, LLC (www.sscapm.com). For 20 years I have experienced the synergies delivered by combining tax planning, investment advisory, financial planning and execution in one place. Minimum investment level is $200,000.

Spectrum Strategic Capital Management, LLC, is an independent, federally registered investment advisor and full-service financial planning firm. We provide our clients with asset management, retirement planning, investment planning, estate planning and a broad range of additional services.

If you are interested in both tax and investment services, I would be happy to assist.