Often, a CPA and financial advisor are the two most trusted professionals in one’s financial life. Knowing this, John Mark became a founding partner of Cohesion Wealth Advisors, LLC in the summer of 2016. We are excited for you to get to know the rest of our team and hope you will lean on them for questions and guidance so they too can serve your needs.
Visit our in-house team’s website at www.cohesionwealth.com
At Cohesion Wealth Advisors, our mission is to serve as a one-stop resource for tax, accounting, and financial services.
When our financial advisors and accountants work together, we can help you identify tax savings opportunities, reinforce shared ideas, as well as preserve and grow your accumulated wealth. As a full-service firm, we work with our in-house CPAs to turn roadblocks into opportunities by helping with tax, income, retirement, and family wealth planning.
We are committed to challenging conventional, product-centric financial firms and methods by providing our clients with innovative, customer-focused strategies.
Our interdisciplinary approach is designed to address your financial needs, goals, and dreams wherever life may lead you along the way. Rather than adjust investments as taxes happen, we anticipate tax concerns and develop portfolios accordingly, acting proactively instead of reactively. By assisting with taxes, accounting, and financial services, we strive to tie these services together and ensure a client’s strategies are working cohesively.
We are committed to serving as your professional concierge. We provide a higher level of service designed to simplify the execution of your financial and tax needs. Our goal is to help you understand your financial objectives so you can make prudent decisions regarding your family’s future.
At Cohesion Wealth Advisors, LLC, we expand on the deliverable that our CPA team provides by going beyond a preparer role to a full-service tax planning firm. We believe in helping your family get out of the traditional financial check boxes by implementing forward thinking strategies and by challenging what has already been done. Through this innovative approach, we can help you answer questions like:
Our extensive knowledge of tax management and tax planning strategies is what sets us apart from your traditional financial firms.
At Prewitt CPA, PLLC, we've been serving the accounting needs of Dallas, TX and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.
Please fill out this form and let us know how we can be of service. We happily offer initial consultations to determine how we can best serve you.
Thank you for visiting. We look forward to working together!