Tax & Wealth Management, LLP

Tax & Wealth Management, LLP We combine the professional knowledge of both CPAs and advisors to provide our clients with a holistic view into their financial lives.

We are Certified Public Accountants, Personal Financial Specialists and Certified Financial Planner™ professionals. This advantage allows us to tailor a plan for our clients that looks at their specific needs and financial objectives. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and ob

jectives. We seek to be a coach and advisor, creating a team approach. Schedule an appointment today to get started. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax affiliated insurance agency.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

What should you look for in a personal finance app?
09/05/2026

What should you look for in a personal finance app?

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This piece presents an overview of fundamental steps to consider when a loved one passes.
09/02/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Three tips for giving smart from the heart.
08/31/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

Lifestyle inflation can be the enemy of wealth building.
08/29/2026

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

There are benefits and limitations when you decide to donate stock. Learn more from our message.
08/26/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
08/24/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

Stay ahead this year with this handy Personal Finance Calendar.
08/22/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
08/19/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
08/17/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

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2334 NW Professional Drive
Corvallis, OR
97330

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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