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The Value of Teamwork
Attorneys
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FOR ATTORNEYS & ADVISORS

At Gartenhaus Financial, we build bridges of trust and understanding—with clients and our professional community—to help accomplish our goals, your goals, and our clients’.

The Value of Teamwork

It is virtually impossible in the modern financial planning universe to be an expert in all aspects and specialties. Today’s financial issues are intricately complicated—only becoming more so as time passes.

To best serve all of our clients’ needs and expectations, Gartenhaus Financial endeavors to build, grow, and maintain a highly qualified network of professionals to which we refer our clients. We believe the highly interactive symbiotic relationships we maintain with other specialized professionals are a key to our success—and theirs. As an attorney, CPA, or other specialized financial advisor you realize the importance of good bridges within the industry.

Contact us today if you are interested in joining our network of referred professionals and opening up new business opportunities.

Attorneys

Gartenhaus Financial regularly refers clients to third-party attorneys who have experience or specialize in financial law. The attorneys we refer are generally consulted when our clients need help with implementing their estate plans: opening trust accounts, re-titling assets, and updating beneficiary designations.

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CPAs

We consider our network of CPAs to be among the most trusted and proven in the industry. We at Gartenhaus employ their advanced expertise when our clients require additional assistance with their advanced tax issues such as short- vs. long-term capital gains taxes, cash management, retirement planning advice, tax deductions, and other financial planning and advisory support functions.

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