We unite our dual CPA and RIA expertise in order to craft and implement a seamless and well-coordinated wealth management strategy. We put the needs of our Client before the needs of any other.
Licensing: Our firm is a fully licensed CPA firm by the Arizona State Board of Accountancy.
Professional Memberships: Ralph Schule is proud to be a member of the Arizona Society of Certified Public Accountants, the American Institute of Certified Public Accountants (AICPA) and a member of the AICPA Employee Benefit Plan Audit Quality Center.
Practice Standards: Our firm proudly practices under accounting standards as established by the American Institute of Certified Public Accountants.
Typical Client: Our typical Client is a small business owner or high net worth individual who, to improve his wealth management strategy, demands the dual expertise of a CPA and RIA.
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june 2009
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Gold Standard Wealth Mgt,
18205 N. 51 Ave #121-1
Glendale, Az 85306
Phone: 602 843-0213
Fax: 602 843-0253 schule@gswealthmgt.com
"Our firm does not sell securities. We are independent from any brokerage firm or insurance company"
