Warren Averett offers families of private wealth, high net worth individuals, busy executives and retired executives strategic, coordinated, and daily money management services.
With services including accounting and ‘back office’ support, tax services, tax planning and compliance, estate planning, investment performance reporting, and other routine financial services, our experienced professionals apply a strategic and coordinated approach to each client situation. They assemble a suite of services uniquely focused on a client’s needs and goals, saving the client time and relieving them of routine or complex responsibilities. The services we offer are tailored for those who understand the opportunity costs associated with managing their own routine financial tasks.
Our services run the gamut from personal and lifestyle management support to accounting and tax services. They include accounting, risk management and personal services, investments, tax services, estate planning, and oversight and assistance.
Learn more about our team members' expertise, insights, and how we can help you thrive