Wealth Management for the Life You Deserve
We offer a wide variety of services all geared to help you with your financial goals.
We have extensive experience managing high-net-worth portfolios.
Strike the perfect balance between work and leisure.
Let us help you make sure your business is poised for growth.
Develop a personalized plan to get out of debt and achieve financial freedom.
We'll help you discover which risks to transfer to an insurance company and which risks can you manage yourself.
What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.
Read about real experiences from our clients.
"They are the most professional, hard working and friendly people we have ever done business with. I highly recommend The DeMinno CPA Firm to anyone looking for taxes or wealth management! You can't do any better than this team."
- Anna K.
This client testimonial may not reflect the experience of all clients and does not assure future success or performance.
"The DeMinno CPA Firm is the best CPA firm l've worked with in my 30+ years of doing business. Jim, Zack, and all other staff members are very reliable, prompt, and knowledgeable. I could not be happier using anyone else - simply put, DeMinno CPA is the best."
- Eve D.
"Excellent CPA and Wealth Management Team. Will never dream of looking for another CPA. My entire family and many of my friends use The DeMinno CPA Firm."
- Dr. Bajrang A.
"..I can now focus on having fun with my family instead of worrying about finances."
"My family has been using The DeMinno CPA Firm for our taxes and wealth management for over 15 years. The office staff goes above and beyond to ensure your needs are met. We are extremely satisfied with the services that is provided!"