DZH Phillips, a US-based accounting & advisory firm, has entered into a partnership with Hewins Financial, a CPA-based wealth management firm, to launch a new firm called DZH Phillips Wealth Management.
The partnership with Hewins will expand DZH Phillips range of services and resources in the wealth management space for their clients.
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Additionally, the collaboration that combines CPA and wealth advisory services will develop an integrated-service approach to a client’s financial picture, thereby eliminating gaps in advisers’ understanding of the client’s needs.
Lawrence Wood, managing partner at DZH Phillips, said: "Our CPA-based model draws on specialization in many areas. In addition to our investment advisory services and comprehensive financial planning, we draw on resources with expertise in tax planning, business consulting, non-profit consulting and estate planning.
"We work with your trusted advisors as an integrated part of our investment advisory team, providing a unified approach to help you manage your financial life," he added.
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