Services Overview
Audit Services
Tax Services
Accounting Services
Valuation Services
Litigation Consulting Services
Strategic Planning Services
Succession Planning Services
Retirement Plan Services
Wealth Management Services
Workforce Solutions Services

 


For many business owners, personal wealth and the affiars of the business are often intermingled. Why not have your business and personal financial advisorsintermingled too? We have the experienced business advisors and personal financial planners to serve the complex needs of your personal and business situations.

At Padgett, Stratemann & Co., L.L.P., we offer you services that assist you in growing your personal wealth and protecting your assests. Our mission is to help you develop clear goals and solid plans for reaching those goals.

         
 

Estate and Gift Tax Planning
Business Buy/Sell Agreements

   Insurance Advisory Services
Personal Financial Planning		  
         

For more information regarding the wealth management services offered, please feel free to contact:

Carolyn Smith, CPA
carolyn.smith@padgett-cpa.com
Phone: (210) 828-6281
Toll Free: (800) 879-4966