Our Services

Metropolitan Capital Tax & Wealth Management provides a variety of services:

Tax Matters

  • Personal income tax preparation
  • Accounting services
  • Year-round tax planning
  • Small business LLC's, Corporations

Investments

  • Mutual funds, stocks, bonds, annuities, 529 plans
  • IRAs, 401(k)s and profit-sharing plans, pensions
  • Investment management
  • Retirement distribution planning

Insurance

  • Estate planning
  • Life insurance
  • Health insurance
  • Long-term care
  • Disability