Tax Partnership Announcement

Since founding Warren Capital in 2005, our firm has provided comprehensive financial planning, investment management, and estate planning guidance. Inherent in our planning process are the tax strategies we develop for each client.

To further enhance our tax capabilities, we are pleased to announce that Warren Capital Group now offers annual tax preparation and filing services in conjunction with our partners at Rock Creek Advisors and their Principal, Barrett Penan. Over the past two decades, it has become increasingly apparent that clients are often best served when financial planning and tax preparation work together under a coordinated strategy. This partnership allows us to further streamline and enhance the client experience.

If you are interested in learning more about these services, please reach out to our team and we will be happy to schedule a consultation.

Tax preparation and filing services are separate from traditional investment advisory services and are available only to clients who elect to participate in the expanded service offering. Clients who utilize these services will pay an increased advisory fee to cover the additional services provided. Clients are under no obligation to utilize these services and may choose any tax professional they prefer.