(214) 692-5878 | team@cpataxteam.com

High Net Worth Families

Helping High Net Worth Clients Achieve and Maintain Financial Freedom

Our firm partners with individuals and families to help them grow, preserve and manage their wealth. From assistance with day-to-day financial management to long-term planning for trusts and estates, our financial professionals are dedicated to helping high net worth clients achieve their goals with confidence.

When you work with our firm, you can expect a personalized approach from our trusted advisors with solutions that are based on your needs and the objectives you have for the present and for the future. Whether you are concerned with mitigating your tax burden, transferring assets, creating a charitable trust, developing a lasting legacy or remaining financially independent, you can depend on our experienced team to guide you every step of the way.

Building a solid relationship with each client is at the heart of what we do. We invite you to contact us to learn more about how we can help you maintain your financial security today—and in the years to come.


In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

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 Our Specialties

Entrepreneurs

We know what it takes to serve today’s progressive business owners. Not only have we acquired a long list of business clientele, but we also work hard to run a modern firm, offering the most advanced...

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High Net Worth Families

Our firm partners with individuals and families to help them grow, preserve and manage their wealth. From assistance with day-to-day financial management to long-term planning for trusts and estates, our financial professionals are dedicated to...

read more

Latest from Our Blog

It's a new brand day!

It's a New Brand Day at CMH Advisors + CPAs! We are excited to announce the recent launch of our firm’s new brand. We’ve been working very hard to enhance our website, develop helpful new client communications, and give our firm a facelift. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we...


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