Wealth Management

At Rich, Gelwarg & Lampf LLP, we understand that true wealth goes beyond numbers—it's about preserving your legacy, achieving financial independence, and creating long-term security for your family and future generations. Our wealth management services are designed to provide personalized, strategic guidance across every stage of your financial journey.

Our Wealth Management Services Include:

• Comprehensive Financial Planning
  We help you define your financial goals and develop a custom-tailored plan to meet them. From retirement and education planning to investment strategies and cash flow management, our team provides an integrated approach to building long-term financial success.

• Investment Strategy & Oversight
  Our professionals work closely with trusted investment advisors to ensure your portfolio aligns with your risk tolerance, timeline, and life goals. We help you make informed decisions based on data, experience, and market insight.

• Estate & Gift Planning
  Thoughtful planning today ensures peace of mind tomorrow. We guide you through the complex process of asset transfer, trust creation, and legacy protection, all while minimizing estate and gift tax liability. Whether you're safeguarding your family or your business, we help you plan with purpose and clarity.

• Succession & Business Continuity Planning
  For business owners, long-term planning is critical to ensuring your company’s future. We assist in developing succession strategies that protect both ownership and operational integrity, ensuring a seamless transition to the next generation or leadership team.

• Tax-Efficient Strategies
  As CPAs, our wealth management services go hand-in-hand with smart tax planning. We implement strategies that maximize after-tax returns and preserve more of what you earn.

A Personalized Approach to Building Wealth

At Rich, Gelwarg & Lampf LLP, we don’t believe in one-size-fits-all solutions. Every financial situation is unique, and our wealth management services are designed to reflect your specific goals, family needs, and values.

Whether you’re planning for retirement, managing a complex estate, or growing a business, our experienced professionals are here to help you make confident, informed decisions.



Contact us today to learn how we can support your path to financial security and long-term success.

Hire RG&L and take the stress out of taxes.

Proactive planning is essential to minimizing tax liabilities

Timely and strategic tax solutions for every client.