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Working with CPAs
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Stravolo Wealth Management works with several participating CPA firms, providing wealth management services to their respective clients. We work closely with each CPA to create a customized plan. This typically includes retirement planning, cash flow projections, risk management, tax planning, estate planning and investment selection and management. Currently, SWM Participating Firms are:
| Upstate CPAs, P.A. | J. Michael Childress, CPA, PC |
| Richard A. White, PC | Ernie Sewell, CPA |
| Camala C. Bailey, CPA, PC | Thomas L. Codington, P.A. |
| Whitener Pettigrew CPAs | The Breazeale Company, CPAs, LLC |
| Craig, Barry & Poston CPAs | Robert G. Thompson, CPA |
| Carol L. Williams, CPA | |
Steve Stravolo began networking with CPAs immediately after attending an Accountants' Boot Camp in Atlanta, GA in 1999. At the same time, he and his wife, Kim, added business advisory services to their CPA firm's service offering.
Steve and the other CPAs in the network turned to each other for training and ideas and began meeting quarterly for training and sharing of best practices.
In 2006, Steve started helping some of these CPA firms add financial services to their menu of services. Subsequently, additional CPAs turned to Steve and his firm, Stravolo Wealth Management, to assist them in helping their clients with financial planning and investment management.
Steve and his team continue to hold meetings with other CPAs (currently three times a year) in Upstate South Carolina. Topics of the meetings include business advisory services, practice development, retirement planning, tax planning, estate planning, accounting and auditing and other topics geared toward helping CPAs grow professionally and grow their business.
Meetings are typically attended by CPAs, financial advisors and other financial professionals.
