service offerings

When you reach a certain level of success, managing your wealth requires the dedicated attention of professionals. Providing wealth management, accounting and tax services to high net worth individuals is a cornerstone of the core competency at CSA. Although we serve individual clients and businesses at almost every financial level, we pay special attention to our high net worth clients.

At the core of our service is our personalized engagement team, consisting of two to three highly-qualified individuals. Following an in-depth exploration of your financial situation and your financial goals, your engagement team works as your strategic partner providing a full range of accounting, tax and financial services. Over time, our practice of providing individual attention allows us to strengthen our relationship with you, so that we can better meet your changing financial needs.

CSA has the expertise to assist you with all of your financial endeavors while also providing the individual attention you deserve. We measure our success by your success and will strive to cultivate a relationship that enables your financial interests – as well as those of your family’s – to thrive.

For more information, contact:

David J. Cassady, CPA
Partner, Director of Business Development
513.483.6649

Robert M. Schiller, CPA
Managing Partner
513-483-6648

Brian C. Stautberg, CPA
Partner, Director of Tax
513.483.6644

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