Investment Management

We manage money for a variety of clients on a discretionary basis. Using a combination of proprietary research and outside managers, we craft a custom portfolio to meet your objectives.

Income Tax Preparation & Accounting

Our team of Enrolled Agents are authorized to prepare your tax returns and represent you in front of the IRS.

Our specialties include:

Personal Returns

Estates & Trusts

Small Business Accounting & Taxes

Securities and advisory services offered through Royal Alliance Associates , Inc. Member FINRA/SIPC and a Registered Investment Advisor. Accounting and tax services offered though Clark, Hollingsworth, & Betancourt, Inc., which is not associated with Royal Alliance. This communication is strictly intended for individuals residing in the states of CA,CT,DE,D.C.,FL,GA,IL,IN,KS,KY,LA,MA,MI,MN,NE,NV,NJ,NY,NC,ND,OH,PA,SC,TX,VT,VA,WA,WI. No offers may be made or accepted from any resident outside the specific states referenced.

Financial & Retirement Planning

With several team members holding the CFP® certification, we use a holistic approach to planning. We can assist you in the following areas.

Cash Flow Analysis/planning and budgeting

Insurance planning and risk management

Employee benefits planning

Investment Planning

Income tax planning

Retirement planning

Estate plannning