Announcement! We are proud to announce our joint venture with Eckhoff Wealth Management Learn More

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Introducing Eckhoff Wealth Management

Introducing Eckhoff Wealth Management

San Rafael, CA. June 5, 2017 – Bruce Frankel, Michele Hassid and Eric Briese, are excited to announce their strategic and innovative joint venture!

An exciting new business enterprise, providing the professional expertise of CPA’s and CFP®’s all under one roof. This Strategic partnership, the brainchild of both Bruce and Michele creates an extraordinary “one stop” experience for wealth, estate and tax planning. Clients benefit from a truly comprehensive integration of a tax and financial advisory experience.

Bruce Frankel, MBA, CFP®, CEPA® Managing Partner of Eckhoff Wealth Management, LLC- “We focus on providing a holistic concierge wealth advisory experience. This alliance is a purposeful step away from the frustration often felt when being bounced from one professional to another, all the while trying to make sense of and create a cohesive financial plan for yourself.”

Michele Hassid, CPA, CGMA Managing Partner Eckhoff and Company CPA’s and Advisors- “We are very excited to form this alliance with Bruce Frankel. No one in our field knows everything – we are educated and experienced in different areas of finance. CPA’s and CFP®’s together, make what we believe will be an incredible team that will bring increased value to our clients and help them achieve their long-term financial goals.”

Eric Briese, CPA, CGMA Partner Eckhoff and Company CPA’s and Advisors- “I think this joint venture presents an opportunity for us to provide our clients with a truly unique set of value-added services. Our goal is to have our clients view us as their one-stop trusted advisors for their tax and financial advisory needs.”

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