Description: EGP PLLC - Wealth Management
There is no question CPAs have a strong understanding of the financial complexities many clients face when it comes to tax, estate planning, financial analysis and managing cash flow. “As a trusted advisor to our clients, we have insight into the complete picture, both financial and often nonfinancial,” stated Angela Frazier, Managing Partner of EGP Wealth Management.
The complementary relationship between taxation and financial advisory brings many advantages, each impacting the other. Our clients can trust that we are focused on the best interests of their families and businesses so they can have peace of mind in knowing they have prepared for their future and retirement. Working with our firm for both tax and financial advisory services allows for the integration of tax strategies with financial decisions to minimize tax implications. There is simply no substitute for
Angela has more than 25 years of experience helping individuals and businesses with their tax and financial needs. Clients have many questions, like: “Am I at a point where I can retire? How’s my financial health? What does retirement look like for me? As Partner in Charge of Wealth Management, Angela enjoys advocating for her clients as their trusted advisor to answer these questions and to help them chart a course to realizing their financial goals in a tax efficient manner.