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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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