Wealth Management for Individuals and Families

No matter what stage of life you're in, you’ll find a valuable financial resource in L&H CPAs and Advisors We understand that planning for the future of you and your family is essential to preserving assets and managing wealth and we’re here to help. We offer a number of wealth management and tax planning services for high net worth individuals and families. Discover the personalized attention and sound advice from our team of financially knowledgeable professionals. Call us at 972-421-1099 now or request a consultation online.

High Net Worth Tax Services

Our tax planning techniques will reduce you tax obligations now and ensure your wealth is transferred to your beneficiaries with minimal tax implications.

Family Office and Personal CFO Services

As your personal CFO, we'll pay bills, handle bookkeeping, manage your investments, and protect your assets so you can focus on running your business.

Financial Planning

L&H CPAs and Advisors will create a financial plan that allows you to live the life you want during retirement and easily transfer wealth to beneficiaries.

Estate Planning and Philanthropy

We'll direct you towards the estate and gift planning options that allow you to make meaningful financial contributions and secure your own financial future.

Investment Advisory

Our firm offers creative investment management strategies and will show you how to develop a diversified portfolio that's in line with your risk tolerance and financial goals.