Combining the experience of a CPA and CFP® to help reach a common goal.
With over 60 years of collective experience, our advisors are dedicated to helping advance your success. By integrating state of the art investment strategies with tailored tax advice, we have the unique opportunity to help strengthen your financial independence.
In today’s rapidly-evolving economy, we believe investors must have truly comprehensive solutions to help reach their most valued goals. By uniting the power of a CPA and CFP®, we provide clients with a holistic perspective and a personalized wealth management experience.
We are committed to helping secure your financial future.
Our comprehensive strategies are tailored to your goals.
Trust, integrity, and transparency are our guiding principles.
In the financial world, perspective is everything. At Fillette & Schain Wealth Management, our advisors combine their individual knowledge to give investors lasting confidence in their financial future.
This unique alignment provides clients with a rare opportunity to potentially achieve their short and long-term objectives while defending their best interests through custom tax strategies. Our process is a journey, and as your strategic partner, we are driven to walk beside you through all stages of life.