Located in Fullerton, California, NCH Tax & Wealth Advisors, Inc. is a full-service CPA firm offering Tax, Accounting, Financial Planning and Wealth Management. We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly.
Please call us for a free initial consultation. Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, bookkeeping, real estate and business sales.
Please call us for a free initial consultation. Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, bookkeeping, real estate and business sales.
Services
For nearly thirty years, we have listened carefully to what our clients asked of us. What we learned is that you need more than just the annual filing of your tax returns. You need a financial advocate who sees your entire vision with you, working to fit all the pieces of your complex financial world work together to your best benefit.
As your Personal CFO, I am your strategic partner in managing your holistic financial picture. Beyond just getting the numbers right, I focus on getting the answers right for you and your financial future.
Concerned about the incomplete financial planning advice his clients were receiving, Nick expanded his firm's traditional tax and accounting services to create a consultative wealth management approach that integrates the financial arenas of greatest concern to his clients: reducing taxes, mitigating down-side investments risk, utilizing asset protection and transferring accumulated wealth to the next generation.
Concerned about the incomplete financial planning advice his clients were receiving, Nick expanded his firm's traditional tax and accounting services to create a consultative wealth management approach that integrates the financial arenas of greatest concern to his clients: reducing taxes, mitigating down-side investments risk, utilizing asset protection and transferring accumulated wealth to the next generation.
Reviews (3)
Tyler Ball
Dec 07, 2019
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Dean Dobkin
Jan 10, 2019
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I was a client of NCH Wealth Advisors from 2011 to 2017; they invested our money and prepared our taxes. Nick Hodges, the firm’s president, strongly recommended a $949,000 Prudential Annuity. At that time, we didn’t realize he collected a commission of somewhere between 4.5% on the low end, to 10% (which I believe is much more likely) on the high end. Even after that, returns would surely drag because there was a 3.6% charge per year in ongoing fees.
We had several hundred thousand dollars of other investment money that Nick put into some poorly performing and unusually expensive (SEI) funds
We had several hundred thousand dollars of other investment money that Nick put into some poorly performing and unusually expensive (SEI) funds
Sara Barnes- Ramos
Jun 16, 2018
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