Wealth Advisory

We believe in a comprehensive experience for clients, and we feel that taxes and finances go hand in hand. That is why in 2014 Gentry & Yu CPAs partnered with Cory Colquette and Wealth & Pension Services Group to offer comprehensive wealth advisory solutions to clients. Cory resides in our office and we have partnered on several clients to provide tax and wealth services.

Call Cory for a free consultation – 423-702-4052

Some of the services offered are:

• Investment Management
• Financial Planning
• Life Insurance analysis
• Estate Planning assistance
• Charitable Planning
• Strategic Tax Planning

Additionally, wealth management clients can have their tax return prepared at no additional charge.*

*Wealth management clients are those with at least $500,000 in investment assets under management. Tax returns up to $250 in value

Disclosure:
Investment Advisory services offered through Wealth and Pension Services Group, Inc. Cory Colquette is licensed in life and health insurance and is a Certified Public Accountant in the state of TN.