A Little More About Wannen and Company
Our firm was formed in 1978, but our beginnings were much earlier.
Our grandfather, C. William Wannen, and his brother, Carl Wannen, were very early recipients of the CPA certificate at a time when experience was the foundation of professional recognition. We are rooted in family business and the standards which they set for generations and many of our family who followed their leads.
It is that sense of family and succession that we bring to our clients as personal and business advisors. We are first tax accountants but our technical expertise has been woven with life experience. And we have naturally formed significant advisory services in the estates and trusts area serving as professional executors and trustees. In the fiduciary capacity we also supervise the management of assets.
For some clients we review and maintain personal accounts, and for others we help in the education of heirs regarding the transfer of wealth or newly single clients who are eager to learn and manage their own. It is work that we truly enjoy and trust that Will and Carl would smile on.