We advise, consult, calculate, invest*, hire, connect and coordinate so you get to do more of what you want to do. 

(And we volunteer and support community causes, too.) 

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WEALTH MANAGEMENT*

Coordinated financial planning that offers investment and advisory work along with a full range of aggregated financial services. 

FINANCIAL PLANNING* 

Planning for individuals, families or businesses to help accomplish customized goals, including budgeting, investing, or saving for education or retirement. 

TAX PLANNING & PREPARATION 

A combination of proper planning and professional tax preparation to help minimize tax liabilities and meet deadlines. 

BUSINESS ACCOUNTING 

Assistance with all aspects of financial preparation and record keeping. Let us handle it all for you so you can focus on your business.

*These services are offered by David Shaw and Susan Growney through their affiliation with Avantax.