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Santa Ana, CA CPA Firm

Wealth Management for High Net Worth Individuals

No matter what stage of life you or your family are at, you’ll find a valuable financial resource in Tahim & Associates. We understand that planning for the future of you and your loved ones is essential to preserving assets and managing wealth and we’re here to help. We offer a number of wealth management and planning services and can provide estate and trust administration assistance for Executors, Trustees and Guardians.

Discover the personalized attention and sound advice from our team of financially knowledgeable professionals. Call us at 714-772-4744 now or request a consultation online.

Wealth Planning and Asset Protection

Our top concern is finding ways to protect wealth and assets for business owners, entrepreneurs and high net worth individuals.

Investment Management

We offer creative investment strategies and will show you how to develop a diversified portfolio that's in line with your risk tolerance and goals.

Estate and Gift Planning

We'll steer you towards the gift and estate planning options that will allow you to live the life you want to live during your retirement.

High Net Worth Tax Services

We find ways to reduce your tax obligations now and ensure your wealth is transferred to your beneficiaries with minimal tax implications.