CPAs & Attorneys

Thoughtful and Thorough

At Church Street Wealth Advisors, we strive to be the first choice of successful people for sound financial advice and integrated wealth services. Using trusted analytical methods guided by common sense and deep expertise, our process is responsive, and custom-tailored to our client’s individual financial goals. Thoughtful and thorough, we collaborate closely with our clients – and their CPA and Attorney – at every stage of their financial journey with an extraordinary degree of personalized care and attention to create consistency in their wealth management plan.

The Church Street Wealth Alliance Program

We believe planning is better when we involve all the members of our client’s financial team, including their CPA and Attorney.

• Have you ever found out after the fact that your client had an unexpected capital gain that you hadn’t planned on – or worse yet, had a deduction for something like a buy-in to a Continuing Care Retirement Community that never got used?
• Have you ever drawn up an estate plan for a client and found out too late that the bank or brokerage firm did not implement it properly? Joint account instead of trust, or TOD or Beneficiary designations that bypassed your plan?

Church Street Wealth Advisors at Steward Partners

We believe that keeping our clients’ other advisors informed on a proactive basis gives all of us additional opportunities to add value to client relationships. This helps all of us stand out in our marketplace and improve client outcomes.

The Church Street Wealth Alliance Program allows our mutual clients to benefit from coordinated advice, where each member of the team has the relevant information to give those clients the best advice possible. Our goal is to provide our high-net worth clients with a level of integrated advice, much like that of a family office. With client authorization we are able to send the client’s relevant information to you on a timely basis.