Wealth Management Services

No matter what stage of life you're in, you’ll find a valuable financial resource in Jim Ciurlik CPA & Consulting. We know that proactive wealth planning is essential to preserving assets and preparing for retirement and we’re here to help. We offer a number of wealth management and tax planning services for high net worth individuals and business owners. Call us at 262-422-6330 now or send us a message online and we'll contact you to get started.

Retirement Planning

We'll steer you towards the retirement planning options that will allow you to live the life you want to live during your retirement.

Business Tax Services

Our tax planning and compliance services for businesses include highly-effective tax strategies, succession planning, and much more.

Individual Tax Services

Our firm is experienced in reducing taxes in order to protect wealth and assets for business owners, entrepreneurs, and high net worth individuals.

Investment Management

We offer creative investment strategies and will show you how to develop a diversified portfolio that's in line with your risk tolerance and goals.

Estate Planning

Work with us to develop a comprehensive estate plan that safeguards your wealth and transfers it to your beneficiaries with limited tax consequences.

Philanthropic Planning

We'll help you decide which types of charities to contribute to and will integrate your philanthropic donations with your overall wealth management plan.