Our mission is to establish long-term relationships with all clients while providing proactive, efficient and value driven services.
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
The firm provides conventional tax and consulting services as well as investment advisory and wealth management to both individuals and businesses. We have extensive experience consulting with other individuals on their personal tax, estate planning and money management matters. Our firm is also a Registered Investment Advisory firm regulated by the State of Florida.
Ed Wildman is a graduate of the State University of New York at Binghamton, with a Bachelor of Science degree in Accounting. After four years with a regional CPA firm in Florida, he joined the San Francisco tax department of international accounting firm of Arthur Andersen & Co. in 1981. In 1988 he relocated back to Florida.
Over the past 42 years his areas of concentration have included both individual and business tax planning. Ed has worked with businesses ranging from the owner-managed start-up to multi-billion dollar international public companies.
Ed has also worked with the business owner and other individuals on their personal tax, estate planning and money management matters. For families with substantial assets, he performs many functions of a family office and provides the hand holding services those clients may need. Ed holds the Personal Financial Specialist designation (PFS) granted by the American Institute of CPAs, the Series 65 Securities License administered by the National Association of Securities Dealers as well as a Life and Health Insurance License issued by the Florida Department of Financial Services.
A native of New York, he is an active member of civic, community and charitable organizations. Ed currently resides in Boynton Beach, Florida with his wife Ellen. Their two sons, Sam & Jesse live in Dallas and Chicago, respectively.
firstname.lastname@example.org (954) 803-0070