PartnerWest places high caliber candidates in strategic roles within the Wealth Management arena. Michael and Glenn have particular experience within High Net Worth taxation placing Partner/Senior Manager level CPA’s within Boutique and National firms across the United States. PartnerWest excels in placing exceptional candidates in the following areas:
- Banking services (including cash management and loans)
- Business planning
- Charitable giving planning
- Trust & Estate planning
- Investment advice
- Legal advice
- Portfolio management
- Retirement planning
- Risk management and asset protection
- Tax advice