At Team Wealth and Tax, our mission is to change lives in a meaningful and powerful way EVERY single day.
Give us a call at 951-308-6444 and talk with one of our Advisors. They’re eager to make your day better — and start your journey towards making Smart choices about Wealth, Retirement, and Taxes.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Jeffry S. Cole, CFP®, EA
Wealth And Tax Advisor
Leonard Cole, MBA, CPA, CFP®, CMA, EA
Weath And Tax Advisor
Jeffry S. "Jay "Cole II, CFP®, EA
Dustin P. Watts, CFP®, CIMA®
Jarrad D. Chavez, EA
David Leonhart, EA
Client Service Specialist
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.