The team at Iannuzzi Manetta understands that high income earners and high net worth individuals have advanced planning needs, requiring expertise in many areas related to financial planning and taxation. We work with you as a tax advisor and consultant and collaborate with investment managers, lawyers, insurance professionals and others on your advisory team. The CPAs, business consultants and tax advisors at Iannuzzi Manetta have extensive financial planning and asset management experience with high net worth individuals and families across the country. While each plan has different objectives, we generally help individuals diversify their portfolios, plan their stock option strategies, improve liquidity, protect their assets, transfer wealth, as well as minimize taxes.
