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Connie Eckerle, CPA
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Daniel Kruesi, CPA
Member of the Firm -
Joseph Pasquino, CPA
Member of the Firm -
Anthony J. Wrobel, CPA, CFP
Member of the Firm
High-Net-Worth Individuals
NAVIGATING YOUR WEALTH MANAGEMENT.
In today’s volatile economy, preserving and growing your wealth requires expert guidance. Smolin specializes in providing comprehensive accounting and advisory services designed to meet the unique needs of high-net-worth individuals and families. Since 1947, we have been dedicated to supporting successful entrepreneurs and high-net-worth clients, offering a broad range of services to help you manage both personal wealth and business success.
WE CAN SUPPORT YOU WITH:
- Bill paying and analysis
- Bookkeeping
- Cash flow management
- Royalty analysis
- Tax planning and preparation
- Household payroll management
- Monthly reporting
- Asset management
- Insurance planning
- Travel arrangements
- Around the clock availability
- Assistance with charitable endeavors including fundraising and foundations
- Estate and retirement planning
- Asset protection planning
- Education planning
- Eldercare planning
- Litigation support including fraud investigation and forensic accounting
the smolin approach.
At Smolin, we understand that managing substantial wealth involves intricate needs and opportunities. Our approach is personalized, focusing on both business and personal financial strategies. We provide tailored solutions that ensure your wealth is preserved and optimized, helping you navigate complex financial landscapes with confidence.
MEET YOUR HIGH-NET-WORTH EXPERTS.
Leverage Our Expertise.
Partnering with Smolin opens the door to a profound wealth of knowledge and expertise tailored for high-net-worth individuals. Our dedicated team is committed to guiding you through every aspect of your financial journey, from managing daily finances to crafting a robust long-term wealth strategy. Reach out to us today and explore how we can empower you to achieve your financial aspirations with confidence and clarity.
explore more industries.
Architecture & Engineering
Leveraging decades of experience, we offer a tailored approach that helps our clients navigate the complexities of their business while maximizing growth, profitability, and compliance.
Biotechnology
Biotechnology & Life Sciences demands innovative solutions, and our accounting services are no exception. We offer strategic financial guidance to support the growth and success of biotechnology companies.
Construction
Navigating the complexities of construction demands precise financial management. Our firm specializes in providing insightful accounting support to all types of construction businesses.
Food & Beverage
We help food & beverage businesses navigate the complex landscape with expert guidance, focusing on sustainability, social responsibility, and ESG performance measurement.
Healthcare
Physicians and healthcare providers face intricate financial challenges. Our experienced team provides trusted guidance to navigate the complexities of healthcare financing and business management.
Hospitality & Leisure
Effective financial management is key to success in the dynamic hospitality industry. Our accounting solutions support restaurants, cafes, caterers, and other leisure businesses in achieving their financial objectives.
Logistics & Transportation
The logistics and transportation sector relies on seamless coordination and efficient operations. Our accounting expertise helps businesses optimize their financial processes to enhance productivity and profitability.
Manufacturing
Precision and efficiency are fundamental to success in manufacturing. Our hands-on approach to financial management supports manufacturers in achieving optimal production and delivery outcomes.
Microbrewery
The burgeoning microbrewery industry requires specialized financial insights to thrive. Our accounting services are tailored to the unique needs of craft breweries, microbreweries, and brewpubs, supporting their growth and success.
Non-Profit Organizations
Non-profits face distinct financial challenges in fulfilling their missions. Our team understands the intricacies of non-profit finance and offers strategic guidance to enhance fundraising, budgeting, and compliance efforts.
Real Estate
The real estate industry encompasses diverse sectors, each with its own financial considerations. Our team of skilled professionals provides comprehensive accounting support to real estate developers, investors, and property managers.
Professional Services
We are a trusted partner to businesses across various professional service industries. Our experienced advisors offer invaluable insights to maximize efficiency and profitability.
Retailers
Experience seamless Audit and Tax processes with our Retail specialists. We focus on cost control, savings identification, and margin improvement, ensuring your retail business excels.
Start-Ups
We specialize in tailored accounting services that support these businesses in achieving their goals with expertise and dedication.
Technology
Innovate confidently with Smolin. Our experienced accounting specialists support your technology ventures, allowing you to concentrate on innovation and growth.
Wholesale & Distribution
Efficient planning and management are vital for wholesale distributors to thrive in competitive markets. Smolin offers tailored accounting services to meet the unique needs of wholesale and distribution services.