PartnerWest places high caliber candidates in strategic roles within the Wealth Management arena. Michael and Glenn have particular experience within High Net Worth taxation placing Partner/Senior Manager level CPA’s within Boutique and National firms across the United States. PartnerWest excels in placing exceptional candidates in the following areas:

  • Banking services (including cash management and loans)
  • Business planning
  • Charitable giving planning
  • Trust & Estate planning
  • Investment advice
  • Legal advice
  • Portfolio management
  • Retirement planning
  • Risk management and asset protection
  • Tax advice