Woolsson Tax & Financial Strat

Taxes-Consultants & Representatives, Accounting Services, Financial Planning Consultants

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Map & DirectionsDirections200 Barr Harbor DrConshohocken, PA 19428 Write a ReviewWrite Review

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Location: Four Tower Bridge
AKA: Woolfson Tax & Financial Services
Categories: Taxes-Consultants & Representatives, Accounting Services, Financial Planning Consultants, Tax Return Preparation

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Phone: (610) 941-2983

Address: 200 Barr Harbor Dr, Conshohocken, PA 19428

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Woolsson Tax & Financial Strat

Tax Planning
As a member of Sage’s tax services team, Alec works with clients, and Sage’s wealth management teams to provide clients with integrated tax strategies. Alec’s role includes reviewing client tax returns, identifying tax planning opportunities, and analyzing clients’ individual tax situations to make sure they are realizing optimal tax savings.
Estate Taxes
Tax Services

Investment Management
Alan oversees the firm’s investment management services, and finances, while working with Stephen on strategic planning and the growth of Sage’s advisory service offerings. He has over 30 years in the financial services industry and has been named one of the most influential people in the investment world by
Mutual Funds
Prior to joining Sage, Alec was a Senior Audit Associate at Tait, Weller, and Baker, LLP where he assisted with mutual fund and investment company audits. He graduated
Wealth Management
“For more than 30 years, we’ve understood how to help individual investors achieve their financial goals. Our unwavering commitment to comprehensive, fee-only advice and outstanding service has made us a nationally recognized leader in the wealth management community with a 98% client retention rate.”

Accounting Services

Financial Planning
Honesty, integrity, respect, responsiveness, accountability, and transparency guide all of our interactions. And because we have had no Principal turnover since inception and 98% employee retention, our clients have stable, consistent, and familiar relationships. On average, our team’s professionals have more than 20 years of investment, financial planning, tax, and legal expertise.
Retirement Planning
As an Executive Wealth Manager, Jason works with clients daily, helping them with investment strategy and developing very clear, personalized financial plans. Jason is a Certified Financial Planner (CFP) and a Certified Retirement Planning Counselor (CRPC). In addition, he is a member of the firm’s investment committee. He is also an adjunct professor at Temple University, where he teaches a course on investing and personal finance. He is recognized as a FIVE STAR WEALTH MANAGER by
Asset Management
We regularly rebalance portfolios and make tactical decisions about asset allocation in response to the economic environment and to save on taxes.

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