My name is Jake Roggenkamp and my CPA firm focuses on a Family Office approach. What is a family office? The wealthiest individuals in the world all maintain a family office which generally consists of a CPA, attorney, financial advisor, etc. We’ve packaged the accounting and financial advisory services that the wealthiest individuals enjoy and made the same level of service available to the average client. No longer do our clients have to deal with segregated tax and financial advice, it is all located within one firm.

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