Investment Management
We monitor market conditions for new opportunities and weigh risks against returns in order to formulate creative investment strategies around each client.
Retirement Planning
Preserving assets and effectively managing investments requires the skills of a talented wealth management firm such as Jesse S. Romero, CPA, P.C.
Who We Serve
We help high net worth clients such as entrepreneurs, medical professionals, and real estate professionals simplify their complex financial lives and preserve wealth.
Wealth Management Services Dallas
Jesse S. Romero, CPA, P.C. partners with business owners, entrepreneurs, high net worth individuals, and successful families to safeguard wealth. When you work with us, we'll help you manage your money and stay on track to reach your financial goals. Our suite of wealth management services includes retirement planning, investment and risk management, estate planning, and philanthropic legacies. You can count on us for proven tax planning techniques that will preserve and protect your assets for retirement and the next generation. If you're one of our busier clients, we can even act as a personal CFO and track every dollar that travels to and from bank accounts and investments so you always know where you stand financially.
At Jesse S. Romero, CPA, P.C., we firmly believe that the first step in managing your wealth is understanding your journey. We'll take the time to get to know you so together we can design a financial plan that's in line with your vision for the future.
Call us now at 972-278-7334 so we can start to get acquainted or request a consultation online.
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Wealth Management Services
High Net Worth Tax Planning
When you work with us, we proactively reduce your tax burden and strive to build a relationship with you to become your trusted financial advisor.Trust & Estate Planning
Estate plans vary from person to person so, when you enlist our help, our aim is to design the right plan for you.College Planning
We'll work with you to figure out how much you need to save as well as how to leverage tax breaks to reach your target.Exit and Succession Planning
We'll walk you through the process to make preparing for this step both financially rewarding and tax-efficient.
