Going Beyond to Serve You

Roberts & Wise offers “Forensic Accounting and Litigation Support” services:

  • Expert witness testimony
  • Financial data analysis
  • Business valuations
  • Forensic accounting
  • Reconstruction of accounting/tax records
  • Tax issues  
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Services available through our Affiliate Firms

Through our affiliate firms’ extensive capabilities, Roberts & Wise is able to offer our clients a wide range of services to enhance the success of their businesses – and personal wealth management.  These services include:

Business Transition/Succession Planning

  • Asset Protection
  • Business Exit/Succession Planning
  • Business Valuation
  • Buy/Sell Agreements

Financing

  • Debt financing
  • Equity investors

Employee Benefits

  • Cash Balance Plan
  • Employee Benefits Review
  • Employee Stock Ownership Plans
  • Executive/Deferred Compensation
  • Key Employee Retention Programs
  • Qualified and Nonqualified Retirement Plans

Investment Management, Risk Management & Insurance

  • Annuities
  • Asset Management
  • Captive Insurance Company Review
  • Life Insurance Review
  • Long Term Care
  • Portfolio Review
  • Premium Financing
  • Property and Casualty Plan Review
  • Tax Efficient Investing

Retirement & Financial Planning

  • College Planning
  • Estate Planning
  • Personal Financial Planning
  • Retirement Income and Debt Planning
  • Wealth Transfer Planning

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