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We Do Financial Planning and Consulting

We specialize in accounting, tax and legal advice as well as corporate finance. For each of these fields, we have passionate in-house experts, who work tirelessly to stay on the cutting edge. We approach every problem from multiple angles.

areas of practice

What We Can Do for You

our philosophy

Financial planning
and investing
with WealthCo

In case you wish to improve financial planning for your company, we are happy to provide you with several options to get started right away. Our experts will assist with the selection of the best plan and strategy for your specific business.

how we can help

Investment Services

how we can help

Guidance: Your Roadmap to Financial Freedom

Immediately identifying a problem and fixing it is our main goal. We strive for excellence at every step of the financial planning process and stay ahead of the game. This dedication is the price of success.

people about us

Great CPA! Gave me his time over the phone! He did a wonderful job helping me file old and current year tax returns. He is polite, professional and take the time to everything to you to ensure you are comfortable with the entire process from start to finish. Highly recommended!

Liz Kim

Liz Kim

From Google

KYP provides highly personalized service and intelligent, comprehensive strategic planning.This CPA will work with you and for you to resolve complicated business and accounting matters and I have found them to be spot on in advising on courses of action.

Alexander Grant

Alexander Grant

From Google

KYP did my taxes last year. Very meticulous and thorough. Even reviewed my last two years return which were not originally done by him and caught errors. He is a premium full service accountant.

Nicole Morrison

Nicole Morrison

From Google
how we can help

Investment Results

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Assets Under
Management

Skilled specialists will help you manage any issue in no time.

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Institutions &
Consultants

Expert assistance and fast solutions for your new company.

You have goals - We have ways to help you

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Our Experts

Team of Professionals

Melissa Jones

Account Manager

Sam Harrison

Co-Founder, Advisor

Vanessa Lee

Founder, General Manager

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more information
contact info

Feel Free to Contact Us with Any Questions

Our Location

350 Avenue, New York, NY 10001

Call Us

Customer Care: 8 800 123 456 Support: 8 800 123 457

Working Hours

Mn - Fr: 8am – 8pm St – Sn: closed
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