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Wealth Management

Our personal Wealth Management Services provide comprehensive, highly personalized financial planning built on a deep understanding of your goals, time horizon, real world risk tolerance and desired outcomes. Carefully constructed, diversified investment portfolios are customized to fit your needs. We provide global investment strategies that can be selected and deployed to meet your unique objectives both in the short and long term outlooks. We are fee-only, meaning our services are objective and always in your best interest.

Financial Planning

We have developed financial planning packages uniquely suited to your own life journey. We emphasize planning areas based on what is most important to you.

  Millennials Gen X Baby Boomers Seniors
Financing a Home
Paying for children's education
Growing Assets
Tax Planning
Retirement Planning
Financing Parent's healthcare/living expenses
Protecting Assets
Estate Planning
Wealth Transfer
Planning for healthcare


Stapp Accounting Services, PLLC also offers our exclusive iBoss service for those wanting an all-inclusive personal financial assistant package for themselves or a family member.  For an affordable, monthly fixed fee, we will take care of your personal accounting tasks – including paying your bills, balancing your checkbooks, tax planning, and producing a monthly recap of your income and expenses.  All activity is facilitated online through our advanced web-based and mobile platforms, offering ultimate convenience for you.

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