Fee only and fiercely independent | 210-738-3888
Wealth lasts beyond one generation and is like a river. The senior generation doesn't own the river. They are merely its stewards, drawing from it, certainly, but preserving it for the next generation. Wealth managers help their clients preserve the river. As the younger generation develops its own goals and dreams, you want the river to be wide and deep. You want it to help your children make their own way in the world, but not weaken them.
We are fee-only, CPA wealth managers. We help our client families extend the flow of their river. And we do it with independence, commitment, transparency, and trust. If you need someone to lead a coordinated effort to nurture your river, and to do it with distinction, we're ready.
Whether your tax needs are personal or business related, there are many ways you can benefit from using Netting & Pace, CPAs.
Our concierge services provide help with any of your financial issues all in one place.
Netting & Pace can help you navigate the complex Social Security system using sophisticated, specialized software to determine your best options.
Worry-free retirement. Imagine that. Be retired for upwards of thirty years and not have a financial worry the whole time.
Netting & Pace hosts periodic meetings to discuss the results of our efforts, including a review of financial statements, tax returns, banking conditions, or the family financial condition.
As our client, we help you set financial goals based on risk tolerance.
Netting & Pace, CPAs can help you create a personalized plan that preserves your income, minimizes your tax burden, and directs your energies and resources toward the achievement of your specific financial goals.
We understand how complex and confusing this process can be. Netting & Pace can sit with you to help resolve your worries.
We present your accounting data in a format that is easy to understand.
Netting & Pace is frequently asked to consult with our clients as they consider business opportunities, transactions, and major buy-sell decisions.