Unlike traditional wealth management firms, SSL Associates provides the expertise of CPAs for a holistic approach to wealth management. This includes tax planning, bill paying, entity coordination, and complex financial reporting. Integrity, professionalism, and a client-centric approach are more than words, they’re our passion and foundation.
Private Client Services
SSL Associates offers sophisticated wealth management solutions for high-net-worth individuals and complex business entities
While you're creating your legacy, let us ensure every financial detail is managed with the precision, security, and care it deserves. At SSL Associates, we provide private clients with comprehensive financial strategies backed by the expertise of licensed CPAs.
Our Private Client Services
We ensure clarity and strategic planning across all aspects of wealth management. Our services include:
Multi-Entity Accounting & Management
We provide precise accounting and oversight of your business entities, family office structures, and trusts. Our team ensures clarity across complex financial landscapes, and we coordinate between entities to optimize your wealth strategy.
Cash & Treasury Management
Our comprehensive treasury services and cash management solutions give you clear visibility and control over your financial resources. You can feel confident that your wealth is effectively managed and aligned with your financial goals.
Private Client Reporting
We offer custom financial reporting and analytics that deliver clear insights to enable high-net-worth individuals and family offices to make informed decisions. We provide actionable data to guide your wealth management strategies and help ensure long-term success.
Family Office Administration
We’re proud to provide dedicated accounting and operational support for ultra-high-net-worth families. Our services include document management, staff administration, and comprehensive coordination of family office operations. By centralizing these responsibilities, we provide peace of mind and ensure your financial and personal matters are handled with the utmost care.
Bill Management & Payment Services
Our bill payment services simplify the management of routine expenses so you and your financial team can focus on strategic priorities. We handle bill pay transactions, verify and reconcile credit card and bank activity, and manage vendor relations, including background checks and preparing 1099s. Our process ensures that your expenses, charitable contributions, and taxable deductions are accurately tracked, so you’ll always have clear monthly cash flow reports and year-end reconciliations.
Transaction Advisory Services
SSL Associates offers tailored solutions and guidance for significant financial events, from business acquisitions to multi-generational wealth transfers. Our CPAs help ensure seamless execution, safeguarding your wealth and personal information during transitions while advising on the best strategies for asset protection.
Let Us Support Your Complex Financial Needs
Contact SSL Associates today to discover how we can help manage and grow your wealth.
Our Approach to Private Client Services
At SSL Associates, we take a holistic, hands-on approach to managing your wealth that’s centered around four core principles:
Tailored Solutions for Every Client
At SSL Associates, we combine sophisticated infrastructure with personalized service to meet your unique financial goals. Our private client services team works closely with you to design strategies that maximize tax efficiency, estate planning, and long-term wealth growth.
Holistic Wealth Protection
We offer precise financial oversight to reduce tax liabilities and minimize risk, helping to safeguard your significant wealth. Our comprehensive approach ensures your financial resources are structured to protect you and your family. That’s why so many trust us in this space.
Proactive Insights & Guidance
The team at SSL Associates doesn't just manage your finances — we provide ongoing insights and proactive guidance so you can plan for the future and strengthen your financial foundation.
Efficient Multi-Entity Coordination
We streamline the coordination between your business entities, trusts, and family office, offering clear control over cash flow and financial resources. With us, you have the data you need to make informed decisions. We’re here to guide you through significant financial events, from acquisitions to wealth transfers.
Seamless Integration with Your Advisory Team
At SSL Associates, we complement your existing advisory team, working alongside:
Investment Advisors
Collaborating to optimize your investment strategies while managing tax implications and wealth goals.
Wealth Managers
Partnering to allocate your financial resources efficiently for both short- and long-term growth.
Attorneys
Coordinating with legal professionals to align your estate plans, trusts, and business structures with tax strategies.
Tax Specialists
Working alongside tax experts to ensure compliance and maximize tax efficiency across all areas of your financial plan.
Insurance Professionals
Integrating insurance strategies to protect your wealth and mitigate risks to align with your overall financial plan
Why Choose Us for Personalized Financial Solutions?
CPA-Backed Guidance
SSL Associates is a certified public accounting firm staffed exclusively by licensed CPAs. We help you navigate all aspects of wealth management with integrity, precision, and care.
Reliable Results
With over 30 years of experience, we have a proven track record of success in managing complex financial situations, providing valuable insights that support your long-term individual and business goals.
Enduring Partnerships
At SSL Associates, we believe in building lasting relationships and going above and beyond for our clients. Our commitment means we’re with you every step of the way, offering support and personalized attention that grows with your needs.
Nationwide Reach
We cater to your distinctive needs, delivering tailored solutions that help safeguard and grow your family wealth, no matter where life takes you.
Data Security You Can Trust
At SSL Associates, we utilize advanced security measures and adhere to stringent confidentiality protocols to protect your data at every step. With us, you can rest assured that your sensitive information remains private, enabling you to focus on your financial goals.
Hear from Our Clients
Seamus Naughton, Lake Shore Glass
5.0
As the owner-operator of a construction company, my hours are spent focusing on the operational aspects of our business. Managing our year-end financials was an unwelcome challenge that was a large drain on my time. Having SSL Associates, Ltd. freed me to focus my attention where it best served my company, and gave me peace of mind that our accounting would be done accurately, professionally, and on time. Their ability to work hand in hand with our accounting department allows us to tackle problems as they arise throughout the year to ensure all tax & financial reporting deliverables are free of any last-minute headaches.
Steve Brown, VP Business, Sabre Hockey Association
5.0
SSL Associates, Ltd. has been an invaluable resource for our youth hockey non-profit organization. Their team's expertise in tax compliance and financial reporting has been instrumental in ensuring transparency and accountability to our many families, donors and stakeholders. Their commitment to excellence and their deep understanding of the non-profit sector have made them an indispensable part of our success and a valued partner that we trust and rely on for their guidance.
Kristin Newell, Director of Finance and Administration, Evolution Soccer Club
5.0
When we started the not-for-profit youth travel soccer club, we quickly grew large enough that we are required to be audited by an independent accounting firm each year. We have used SSL Associates Ltd. for the past seven years and couldn’t be happier with their services. SSL also helped us make improvements to our Quickbooks so that the Audit is now very efficient. Their responsiveness and expertise in non-profit accounting has enabled our staff to stay focused on our mission of providing a competitive and positive learning environment to develop our players both on and off the field.
Mark Huelskoetter
5.0
SSL Associates has been a trusted advisor to Wenzak for many years. Their knowledge and valuable insights around tax and reporting impacts of business issues has helped us to navigate key decisions and stay focused on our core business. We greatly appreciate the personal approach and responsiveness of the entire team.
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Let’s Partner for Success!
Reach out to SSL Associates today for a personalized consultation, and discover how our tailored wealth management services can help you optimize your wealth with confidence.
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FAQs
How does SSL Associates differentiate from other private wealth management firms?
What value do SSL Associates' private client services provide?
High-net-worth clients get peace of mind knowing their finances are carefully and securely managed with attention to detail and a forward-looking strategy. When it comes to your personal financial team, we act as a trusted partner, collaborating to provide clear financial oversight, strategic insight, and tailored guidance. We help your team focus on their relationship with you instead of on the paperwork.
Who benefits from SSL Associates' private client services?
SSL Associates' private client services cater to high-net-worth individuals, families, business owners, trusts, and foundations. We offer personalized strategies to manage investments, achieve wealth-building goals, and ensure wealth is preserved across generations. Our services also focus on efficient wealth distribution and compliance with tax laws. With us, your legacy is always protected.