Molly Nawrocki CPA, CFP® - Founder

Over 30 years of experience in wealth management, tax planning and family office services, combining the technical depth of a Certified Public Accountant (CPA) with the broad perspective of a Certified Financial Planner (CFP®). Molly's career includes roles in tax and wealth planning within a single-family office and as a wealth management advisor.  Her experience spans family office administration, estate and wealth transfer planning, income tax strategy and partnership, trust and private foundation taxation. She also has extensive experience with complex entity structures, investment vehicles and the oversight of private asset/alternative investment portfolios. Molly has worked closely with high-net-worth families to manage wealth in alignment with family goals and put long-term plans into action – serving as a trusted advisor who helps clients navigate complexity with clarity and purpose.