Bert joined SSC Wealth in 2007 and serves as the leader in charge of wealth management. He brought with him 14 years of...
Our Team
We partner with our clients to discover and plan for their goals. Our team is here to help.
Our Services
As CPAs and financial advisors, we take a collaborative and comprehensive approach to financial services.
Resources
Check out our financial calculators and find some links to many useful financial websites.
Our Services
Investment Planning
Tax Planning
Asset & Income Protection
Retirement Planning
Business & Succession Planning
Estate & Gift Planning
Insurance Planning
Education Planning
Special Situations
Charitable Giving
Need some personalized advice?
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