Tax Planning

Wellfleet Wealth works with a variety of CPA firms in Massachusetts that act as a client’s trusted tax advisor. We always respect and honor these professional relationships. 

At the same time, for more than ten years, Wellfleet Wealth has worked closely with Goldberg & Associates CPAs to offer integrated wealth management services. Our team approach allows clients to receive ongoing and coordinated advice on critical tax, financial and investment planning matters. 

Wellfleet Wealth has expertise in the following tax-efficient offerings: 

  • 1031 DST Exchanges 

  • Cash Balance Defined Benefit Plans for high net-worth professionals and business owners 

  • 401k & Profit Sharing plans 

  • Tax investment management advice including Roth conversions 

Strategic Partners

Goldberg & Associates provides a broad range personalized tax and accounting services for businesses and families. Based in Needham, Ma, the firm follows modern accounting practices while using the latest tools for bookkeeping, auditing and financial maintenance. 

Beacon Benefits is a retirement plan compliance consulting firm, based in Beverly, MA. It has been a CEFEX Certified TPA since 2015. 

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