When you think about wealth management, your first thought might be utilizing the services of a stockbroker, real estate agent, business broker, and banker. One professional whom you might not have considered is an accountant. The others help you invest wisely to get the most favorable return on your investment and grow your portfolio. Your accountant is the one who will help you keep as much of your gains in your hands as possible instead of paying more than your fair share in income taxes.

Wealth management isn’t just about creating wealth. It is about keeping it too. An accountant can help you with relevant tax advice and retirement planning that will keep your profits safe and secure. With careful planning, it is possible to retain the wealth you are working diligently to create.

A word of caution is necessary at this point, however, because it is tempting to develop a wealth management plan and expect it to hum along with little to no attention. Constant changes in the tax code and changes in the nation’s leadership can quickly disrupt your plans if you don’t stay on top of them. What works today may not work tomorrow, so you have to be ready to take action to preserve your wealth. The biggest wealth management tip from an accountant would be to have your portfolio and financial planning reviewed regularly to see if any changes are needed.

If you are looking for an accountant with wealth management expertise, look for one who can help you keep your financial plan current and relevant during changing times. When changes occur in your life or the nation as a whole, they are there to help you get back on track with your wealth goals.