Wealth Management Services
The dedicated professionals at Gregg & Bailey thrive on solving problems and providing guidance in accounting and tax matters. Our clients also look to us for wealth management guidance.
Commonwealth Financial Advisors, LLC, our wealth management practice, offers investment advisory services through 1st Global Advisors, Inc. We are registered to offer securities in the states of Virginia, North Carolina, Florida, Ohio and New York.
Our approach to helping clients manage their wealth is based upon the "Method 10" model. Ten core financial areas are consistently reviewed, updated and adjusted to provide a roadmap for planning success.
- Services
- Tax Planning
- Investment Planning
- Retirement Planning
- Income Protection and Asset Preservation
- Insurance Planning
- Estate Planning
- Business Planning
- Education Planning
- Debt Management
- Special Situations