Wealth Management for High Net Worth Individuals

Wealth managementChristopher R Hatch CPA, PC has been providing strategic wealth management services to families and individuals in the Frisco, TX area for years. Our financial advisement and investment management services are tailored to meet your specific needs and include the facilitation of professional relationships with your attorney, insurance consultant, trust officer and bank. 

Our wealth management services are perfect for:

Additional services include:

Estate Planning and Trusts

Proper estate planning is essential when trying to maximize estate value and minimize tax liabilities for beneficiaries.

Tax Planning and Preparation

Our team works year round to provide valuable tax planning advice to both maximize wealth and minimize tax liabilities.

Want to learn more about our wealth management services? Give Christopher R Hatch CPA, PC a call today at 972-910-2721 to schedule your low-cost initial consultation. We look forward to speaking with you!