• Request a Complimentary Consultation

    Request a Complimentary Consultation

    For two generations, we have made a difference in the financial lives of our clients and their families. We understand the strategic and detailed relationship between tax and wealth management. Our financial advisors can assist in fulfilling your financial needs.

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  • Investment and Wealth Management Services

    Investment and Wealth Management Services

    At Monheit Frisch Wealth Management LLC, we design goal-based financial plans that help take your dreams from what if to when.

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  • Tax Services

    Tax Services

    Through our year-round service approach, we’re able to provide advice to help individuals and businesses minimize their tax liabilities, identify opportunities, and understand their present and future finances.

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Working Together for Financial
Peace of Mind


Monheit Frisch Group PLC is a highly regarded full-service CPA firm that provides tax preparation, wealth management, investment planning and accounting services to individuals, businesses and organizations.

With our team on your side, you’ll have peace of mind knowing your financials are in the hands of financial professionals who know and care about your business.

Building a personal relationship with our clients is our top priority. We are devoted to providing an unparalleled client experience; our clients feel comfortable asking us any and every question, without hesitation.

We have two locations for your convenience:

 

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Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory Services SM ** Insurance services offered through an Avantax affiliated insurance agency

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management SM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management SM or its subsidiaries. Avantax Wealth Management SM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.