Your Trusted Partner in Finance and Tax Strategy
We’re here to help you build stronger financial foundations through clear advice, expert guidance, and long-term strategies tailored to your unique goals.
Who We Are
LI Wealth Management is built on a shared mission: to empower individuals, families, and small business owners with smart financial tools, personalized tax strategies, and dependable support.
We bring years of industry experience in financial planning, tax optimization, bookkeeping, payroll, and small business consulting. Whether you're preparing for retirement, starting a business, or looking to maximize your tax efficiency, we’re here to guide you every step of the way.
Our Philosophy
We believe in clarity, integrity, and long-term partnerships. Our approach isn’t about one-time fixes—it’s about building lifelong financial confidence. Every client we serve receives tailored advice that matches their goals, risk tolerance, and current situation.
What Makes Us Different
Client-First Approach
We always put your best interest first. You can trust that our guidance is unbiased, ethical, and designed solely for your benefit.
Personalized Service
No one-size-fits-all advice—just the right solutions for you. We take time to understand your goals and customize every recommendation to suit your unique situation.
Transparent Pricing
Simple, upfront fees with no surprises. You’ll always know what you're paying for—no hidden charges, no guesswork.
Comprehensive Support
From taxes to payroll, we cover your financial needs under one roof. Our all-in-one approach means less hassle and more coordinated strategies for you.
Meet the Team
Behind every strategy and service we offer is a team of dedicated professionals who bring both expertise and heart to the work we do.
With decades of combined experience in tax strategy, financial planning, payroll, and business support, our team is united by one mission: to help individuals and small business owners feel confident in their financial decisions. We may have different specialties, but we’re all committed to the same standard—clarity, care, and results that matter.
Whether you’re here for guidance, compliance, or long-term planning, you’ll be supported by people who genuinely care about your success.
Team Highlights
Tax Experts
Years of experience helping individuals and businesses navigate the tax landscape with confidence and clarity. They stay current with tax laws so you can focus on what matters most.
Financial Planners
Strategic thinkers committed to building long-term financial health and goal-based solutions. They tailor every plan to your lifestyle, future goals, and peace of mind.
Bookkeeping & Payroll Specialists
Accuracy-driven professionals who ensure your records are clean, compliant, and up-to-date. You can count on them to keep your operations running smoothly and stress-free.
Business Advisors
Partners in your growth—offering insight into the big picture while focusing on practical, everyday solutions. They bring clarity to your decisions so your business can thrive with confidence.
Want to Work With a Team Who Puts You First?
Who We Serve
Small to Mid-Sized Businesses
Startups & Entrepreneurs
Individuals & Families
Contractors & Freelancers
Let’s Talk
We’re more than just tax professionals—we’re your strategic financial partner. Whether you’re looking to grow, stabilize, or simplify, we’re ready to help.
We’re more than just tax professionals—we’re your strategic financial partner. Whether you’re looking to grow, stabilize, or simplify, we’re ready to help.
