Our Story
Gregg and Charlie first met in 1998 while working together at a tax preparation firm in Red Bank, New Jersey. At the time, the knowledge and experience complimented their full-time careers in the financial industry.
Charlie flourished in his 10-year career at Chase/Bank of America before becoming a CPA and establishing his own tax practice. Gregg earned his CFP® designation during a successful 10-year career at Fidelity Investments. He spent 7 ½ years at a small, fee-only, Registered Investment Advisor before founding H&S Tax and Wealth Advisors in November of 2017.
They both shared the same opinion that most CPA’s spent very little, if any time with their clients on year-round tax planning. Investment managers focused their energies on portfolio management without understanding the complete financial picture of a client as well as the potential tax consequences of investment strategies implemented. They believe that financial planning and tax planning is often ignored and neglected!
Our mission is to provide our clients with the optimal path to wealth accumulation, retention, and transfer of assets by creating and implementing financial and tax planning strategies that are tailored to each client's unique objectives. Our goal is to guide, educate, and make significant and tangible progress toward every client’s financial goals.
The foundation of H&S Tax and Wealth Advisors is to “Bridge That Gap Between Your CPA and Wealth Manager”, providing the expertise, time and guidance that all clients deserve. Together Gregg and Charlie are taking wealth management and tax services to another level by partnering the expertise of a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™, all in house!