Our experts can help you with all of your family’s personal wealth matters, from income tax planning and compliance to setting up a family office.

Wealth Management

The firm offers the objective expertise and wisdom necessary to help you effectively navigate the endless choices and planning opportunities you have. Ultimately we aim to provide integrated solutions to address your taxes, financial and estate planning, and personal accounting needs.

View More About Wealth Management…

Retirement Planning

Iannuzzi Manetta can assist in the design, implementation, termination and administration of qualified retirement plans such as pension plans, profit sharing plans, 401(k) plans and employee stock ownership plans.

View More About Retirement Planning…

Estate Gift & Trust Planning

Proper tax planning involves much more than just an annual meeting with a number-cruncher, which is why our service approach involves year-round communication and consultation.

View More About Estate Gift & Trust Planning…