Pellegrino, Saccomani & Wells, CPA's, LLP | High net-worth individuals
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High net-worth individuals

Individuals and families in this sphere need catered services that range from simple planning and minimizing tax to intricate execution of tailored plans to assist in administrative and supportive roles. Together with other trusted advisors, the team at Pellegrino, Saccomani & Wells, CPA’s, LLP can implement tailored solutions to help in the administrative and compliance sectors. 

Our services include: 
  • Income tax planning
  • Estate, trust and gift planning
  • International trust and estate tax
  • Retirement planning
  • Charitable giving
  • Bill paying
  • Household employee managed solutions