Wealth Management Solutions for Businesses and High Net Worth Individuals
Mark J. Burger, CPA specializes in providing sophisticated tax and wealth management services for established professionals and business owners. With decades of experience serving high net worth individuals, our firm delivers personalized financial solutions that help clients protect and grow their wealth while navigating complex tax implications.
Expert Tax Planning & Wealth Preservation Strategies
Understanding that each client’s financial situation is unique, we provide customized tax planning and wealth preservation strategies based on your specific circumstances and goals. Our comprehensive approach includes:
Strategic Wealth Management & Portfolio Analysis
We offer objective, independent financial planning services to help clients organize, grow, and protect their assets through various life transitions. While we don’t sell specific investment products or securities, we provide:
- Unbiased analysis of asset allocation strategies
- Evaluation of investment management costs and fee structures
- Recommendations for wealth managers who prioritize client interests
- Regular portfolio performance reviews and tax efficiency assessments
Learn more about our Registered Investment Advisory practice: www.BalancedWealthStrategies.com
Advanced Estate & Trust Services
Our firm brings extensive experience in the specialized field of trust and estate planning, offering:
- Complex trust accounting and tax compliance
- Estate tax minimization strategies
- Generational wealth transfer planning
- Trust administration guidance
- Fiduciary tax return preparation
Family Business Management Advisory Services
We partner with family-owned businesses to ensure their continued success and smooth transition between generations. Our services encompass:
- Business succession planning
- Tax-efficient entity structuring
- Financial reporting and analysis
- Budget development and monitoring
- Internal controls implementation
- Multi-state tax compliance
- Corporate governance guidance
- Workforce Management and Administration
Learn more: www.PEOCompany.com
Wealth Management Building & Preservation
We help clients build and maintain their wealth through:
- Comprehensive financial planning
- Tax-efficient investment strategies
- Retirement planning
- Risk management assessment
- Cash flow optimization
- Asset protection strategies
Wealth Transfer & Legacy Planning
Our strategic approach to wealth transfer includes:
- Multi-generational tax planning
- Gift tax strategy development
- Charitable giving optimization
- Family limited partnership structuring
- Estate tax minimization techniques
Why Choose Mark J. Burger, CPA?
Our firm stands apart through:
- Decades of experience serving high net worth clients
- Independent, objective financial advice
- Deep expertise in complex tax matters
- Personalized attention to each client’s unique needs
- Proactive communication and planning
- Long-term relationship focus
- Comprehensive wealth management approach
Contact us today to discuss how we can help you achieve your financial goals while minimizing tax implications and protecting your wealth for future generations. Contact Mark.