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.

Here are 5 facts about Social Security you absolutely need to know.
06/24/2026

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over...
06/22/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

When was the last time you looked at the content of your portfolio? Steps to consider here.
06/20/2026

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

The beans brewed for your morning coffee may have changed hands many times.
06/17/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

06/15/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

Passing down a legacy isn’t only about what transfers on paper.It’s also largely about communicating and passing down yo...
06/13/2026

Passing down a legacy isn’t only about what transfers on paper.

It’s also largely about communicating and passing down your family’s values.

Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.

Thinking about a prepaid debit card? Consider the pros and cons.
06/10/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford ne...
06/08/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Business owners should consider a succession plan sooner rather than later.
06/06/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

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2334 NW Professional Drive
Corvallis, OR
97330

Opening Hours

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

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