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Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed is on a secure and enjoyable retirement for all of our clientele. Our History We

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Wealth & Tax is an independent Wealth Management Firm located in the Scottsdale, DC Ranch, Paradise ValleyOur products and services include Mutual Funds, ETFs, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed managed over $420 million of client nesteggs for over 9,000 households statewide. Our services

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over $200 million in client assets using individual stocks, bonds, and ETFs. We do not use mutual funds, annuities, or insurance products. Our minimum requirement for new clients is $1 million. We offer guidance Retirement Plans. Our platform is tailored for portfolios over $1 million. Our firm has the benefit of two

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We are a California-licensed CPA firm serving the local community with fast & easy processing , single member sole prop, s corp, c corp, partnership returns), Bookkeeping, Cryptocurrency Taxation, RSU & Stock Option Taxation, Resolution

Our firm is in its 37th year managing portfolios for individuals, pensions, trusts and corporations. We focus investment strategies: Special Preservation Account, Gold Mining Stock Account and the Gerbino Gold Group LLC. In our view, responsibility for managing your wealth requires that we respond

service financial planning by partnering with other specialists for tax reduction strategies, wills, living trusts, and more reporting for all of your accounts, including 401(k), IRAs, annuities, and company stock accounts held at other firms.