Taxes

• Tax Planning
• Estate Taxes
• Tax Services
• Income Tax

Investment

• Investment Management
  Wedgewood Investors is an independent Registered Investment Advisor (RIA) that was founded in 1984. As one of the oldest independent firms in the industry, we have the experience and capabilities necessary to offer unbiased investment advice and portfolio management services. Wedgewood operates as a fee-only advisor, meaning we don’t charge commissions or receive trailing compensation like broker-dealers or insurance companies. Rather, we choose to sit on the same side of the table as our clients and work together to achieve their financial goals.

Accounting

• Accounting Services

Planning

• Financial Planning
• Retirement Planning
  Wedgewood Investors offers a variety of investment management services to our clients. By rooting our investment purchases and sales in distinct proprietary criteria, we excel at providing individually-tailored investment opportunities to our clients. In addition to the management of client investment accounts, we assist and advise the client on their overall financial plan including, but not limited to, retirement planning, education funding, gifting, and Social Security.