Capping seven years of successful growth, 4Wealth Financial has expanded its offerings to better serve the independent business owners and individuals who desire high-level financial, accounting, investment and tax-planning services to help them keep more of what they make.
Led by founder Peter Recchia, 4Wealth offers highly customized CPA and business solutions utilizing the full portfolio of tax, estate planning, insurance and investment programs to help 4Wealth clients build their business and grow their personal wealth.
Now a SEC-registered advisory practice, 4Wealth has added certified financial planners, providing customized consultation to clients wherever they are in their financial life cycle.
Recognizing the critical role Stephanie Starkey has played in expanding and deepening the CPA practice, Stephanie has been elevated to partner of the CPA division, a move universally applauded by clients.
Peter continues to delight his clients with strategic solutions to the routine and complex challenges that business owners confront. His immersion in the small and growing business environment enables him to provide practical solutions that leverage his extensive knowledge and 28 years of experience as a CPA.
4Wealth changes the financial dynamics for small, mid and growing businesses, providing the services and insights that are more typically offered at much larger firms. 4Wealth offers tax, accounting, investment, tax planning and insurance advice under one roof, delivered by professionals who know you, your personal financial situation, your business and are always looking out for you.
Our skilled professionals have years of experience providing accounting services to gyms and fitness clubs, so we are intimately familiar with your day-to-day operations and accounting and tax requirements. We want to help you...read more
We are experienced in providing businesses in the transportation and trucking industry with the financial advice and quality accounting services required to reach their goals. Our professional team has...read more
Our firm is committed to helping you achieve financial success within your psychiatric practice. Our skilled professionals have years of experience in providing tax, accounting and payroll services to health and wellness practitioners. Our trained staff understands...read more
Dear 4Wealth Financial Group clients,
In response to the COVID-19 pandemic, we are taking some extra precautions and we will no longer have clients in our office. We have been monitoring developments closely and are following all recommendations of the World Health Organization and the Centers for Disease Control and Prevention. We understand that everyone is concerned...
The idea of leaving steady employment behind in pursuit of starting your own business might be intoxicating, but do your homework first. Ask yourself these basic questions right now:
Once you have a...
The Employee Benefits Security Administration (EBSA) of the U.S. Department of Labor states, “In 2014, 30 percent of private industry workers with access to a defined contribution plan (such as a 401(k) plan) did not...