CPA PFS Services in Surprise, Arizona

CPA PFS for Your
Wealth Management

Not all financial planners are created equal, and the differences DO matter.

A PFS is more than a financial planner. David Monheit is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. This knowledge is critical to obtaining the most valuable, objective advice possible.

All areas of personal financial planning—including business, tax, estate, retirement, investments and insurance—have tax implications, and we have the experience and expertise to provide you with a comprehensive financial strategy that put your needs and interests first.

Our process starts by taking a holistic approach to your financial planning process. The relationship you establish with your financial professional is a very personal one. We don’t make recommendations without considering the impact on all of your goals.

We start by reviewing or establishing your financial and personal goals through an objective analysis. We will discuss things like assets, income, liabilities, taxes, investments and insurance. Through our discussions, we will help identify some areas of opportunity and come up with a suitable game plan that emphasizes your financial strengths while reducing your financial weaknesses.

We do not stop once your plan is in place. We will periodically review your situation to accommodate changing needs and personal situations.

The financial world has become a very complex place. Even if you are used to handling your own financial affairs, the time may be right to consult a CPA/PFS who can review your financial situation and offer suggestions that may help you reach your financial goals more easily.

For example, are you familiar with all of the different investment opportunities that might be available to you? Are you on track to meet your financial goals, such as saving for your child's college education, securing enough income for a comfortable retirement or protecting your assets against risks and lawsuits?

Call us today and let David Monheit and our staff provide you with the analysis you need to answer these and other important financial questions.

We have two locations for your convenience:


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Securities offered through 1st Global Capital Corp. Member FINRA, SIPC
Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.
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We currently have individuals licensed to offer securities in the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Indiana, Maine, Maryland, Minnesota, Montana, Nevada, New Jersey, New York, Ohio, Pennsylvania, Texas, Utah, Virginia, Washington, and Wisconsin.

This is not an offer to sell securities in any other state or jurisdiction.