Our Story.

Capping over a decade 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, marketing 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. 4Wealth now combines its expertise in accounting, finance, and now marketing.

4Wealth changes the financial and marketing 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, insurance, and marketing advice under one roof, delivered by professionals who know you, your personal situation, your business and are always looking out for you.