Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Taylor Thomas, CFP®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1 billion of assets.
Our firm works with accountants who are partners at one of the Big Four accounting firms. We understand the issues you face and your need for an advisor who is familiar with your independence requirements. We are independently owned and have no obligation to a large public company. Our relationships are transparent, and we have always done our best to be objective in our advice.
Questions answered include:
• When can I retire?
• How do my firm retirement plans work?
• When can I reduce my insurance coverage?
• How do I invest to make sure my financial plan works?
• How do I make sure my family/philanthropic desires are best accomplished?