Your CPA, Wealth Advisor, and Attorney Should Be Talking To Each Other. A Q&A About Our Integrated Services Approach
Our partnership with Spoor Law and Sagace Wealth means that higher net worth clients can benefit from all three services working together. We’ve asked Dodd Disler of Sagace Wealth, Rusty Spoor of Spoor Law, and Steve Bunch of SBF to answer some questions on this approach.
