Financial planning background rooted in tax planning and compliance for high net worth individuals as well as business owners. As a financial advisor and CPA, Robert is uniquely positioned to create financial plans for clients that encompass tax reduction strategies resulting in clients paying less in taxes over their lifetime.
The opportunity to make a living doing something I'm deeply passionate about.
What's one piece of insight you wish all families knew?
Financial and tax planning opportunities suitable for all types of people exist. Failure to plan is a missed opportunity, and successful planning can have life changing impact.
What excites you most about working with Addio families?
Adding value in a way that enhances peoples quality of life.
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Connect with Robert Thomas and get answers to all your planning questions.
Robert is a Financial Advisor at Empirical Wealth Management ("Empirical"). There is no formal business relationship in place between Addio, LLC and Empirical. No direct or indirect compensation is received by any party (Addio, Empirical or Mr. Thomas) in association with this referral/endorsement. The referral/endorsement of Robert is not expected to present any material conflicts of interest and does not guarantee or imply any level of skill or expertise or investment outcome.