Three Greenwalt CPAs Partners’ Named as Five Star Wealth Managers

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clip_image006clip_image002clip_image004Anita Sherman, CPA, Larry Greenwalt, CPA, and Larry Brodnik, CPA have again been named as Five Star Wealth Managers. This recognition comes from the largest and most widely published wealth manager award program in North America. The Five Star Professional organization said in communicating this award, “Congratulations on reaching a level of excellence achieved by fewer than 7 percent of the wealth managers in your area.”

Anita Sherman was recognized in the category of Business Planning, Larry Greenwalt was recognized in the category of Financial Planning, and Larry Brodnik was recognized in the category of Taxation. Our focus as a Firm is on Delivering Peace of Mind, and we are pleased to see that our efforts and skills have been recognized. Business planning is extremely critical today with the myriad of regulations, personnel and transitional issues that our clients face every day. Understanding the ins and outs of taxation, and making the best tax decisions are critical to businesses, not-for-profit organizations and individuals, so as to maximize cash flow and properly address generational transitions. Financial planning brings a number of areas together crafted to meet the specific needs of our clients. Our goal is to be more than our clients’ CPA, we want to be their #1 trusted advisor.