At Couto DeFranco we provide comprehensive financial planning solutions with a tax-smart approach. As a team of Certified Financial Planners™, Couto DeFranco helps clients establish financial goals, create a clear picture of their current financial situation, and produce strategies to reach those objectives. We work with our clients to find the solutions that will best support their investment strategies and help them achieve their financial goals.
We are an extension of the CPA firm, Couto DeFranco, P.A., formed when we saw the potential of wealth management that works together with tax planning. We work hand-in-hand with the accounting practice to provide financial advice with a tax-smart approach.
At Couto DeFranco, you have a team of financial professionals working with you. Our mission is to support your financial goals and investment strategy, and our advisors are here to make that happen. With a business consciousness and awareness, we strive to make recommendations that are helpful for your unique financial situation. We are aided by our back-office professional staff who make it their priority to always put the needs of our client first and make a difference in their lives.
Unlike other advisory firms, Couto DeFranco is a team of both Certified Public Accountants as well as Certified Financial Planners™. Our approach to designing wealth management strategies considers every aspect of your financial health, including the tax implications of each decision made. Working together, we can help you take a snapshot of your current financial situation, and make a solid plan for the future.
Our approach to investing and achieving goals is always tax-smart. We look first at your investment outcomes by what you keep after taxes, not what you earn. Identifying tax advantages is a core component of working with Couto DeFranco Wealth Management, never an afterthought.
Because we are independent financial advisors, we are not required or incentivized to recommend specific investments. Instead, we aim to provide unbiased advice and solutions that align with your unique needs. We evaluate opportunities based on our own guiding principles, using internal processes that we have developed.
At Couto Defranco, you’re working with a team of financial professionals. Working together, we draw on our team’s multi-tiered expertise to offer the guidance you need to make timely, informed planning decisions. Our process, determined by our core philosophies and our clients’ needs, is at the core of everything we do
We Think Tax-Smart — Tax-smart financial advice is a key part of our process. Our team of tax professionals and certified public accountants make sure that tax planning is always taken into consideration when developing your wealth management strategy, and it’s never an afterthought.
We Are Consistent — We ensure that clients have the same experience while receiving advice tailored for their specific situation.
We Are Independent — We are an independent wealth management firm. This means that you can rest assured that the solutions we offer you are the best investment options for your unique situation, because we aren’t required or incentivized to sell certain products.
We Are a Team — When you work with Couto DeFranco you can feel confident with a team of financial professionals behind you. We draw on our team’s multi-tiered expertise to support you and your investment strategy.
We Understand Your Needs — We understand that investment is about more than just numbers. At Couto DeFranco, we want to get to know you and your personal financial goals so we can find the best solutions for you.
We Communicate With You — Financial planning can be intimidating, but that’s what we’re here for. Making sure that you fully understand your options is our first and most important goal. We’re here to cut through the jargon and sort out the details to give you real, useful advice that will leave you feeling confident about your financial future.
At Couto DeFranco, we want our clients to feel confident that they’ve planned well for the life they want. We want to help them plan for their financial futures with no-nonsense, tax-smart advice. We take the time to understand our clients on a personal level and work with them to achieve their unique, multi-faceted financial goals.
We are committed to providing our clients with superior, value-added service. Our team works to understand your current financial situation and your goals for the future, so we can work together to create a strategy that will help you succeed. We take pride in conducting our work with honesty and integrity, so that our clients can be sure we have their best interests in mind.