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Five years ago, CPA Irv Rothenberg talked his partners into creating an investment advisory practice. Wealth Management Consultants now handles $150 million for 100 clients.
About 10 years ago, CPA Irv Rothenberg signed on iwith Santa Rosa, Calif.-based accounting firm Pisenti & Brinker to build a financial planning arm with an emphasis on retirement planning and wealth succession. Clients were billed a hard dollar fee, and the implementation work was sent elsewhere.
When Rothenberg wanted to form an investment advisory firm and capture the investment business, his CPA partners required some convincing. "One of the ways I...