CPAmerica, a national business alliance connecting 90 CPA firms across 45 states, featured Kassouf in the December issue of CPAmerica Advantage. Manager Bridget O’Neal, CPA chairs the firm’s Employee Engagement Committee, an employee-led group that creates opportunities for team members…
Kassouf director named one of the nation’s best financial planners
BIRMINGHAM, Ala. | Kassouf & Co., Inc. and Kassouf Wealth Advisors Director Gerard Kassouf was recently named one of Money’s Best Financial Planners in their 2024 list. In partnership with the Financial Planning Association, Money compiled the 80 best financial…
Kassouf & Co., Inc. honored as Top 300 CPA firm
Kassouf & Co., Inc. is a 2024 INSIDE Public Accounting Top 300 Firm. IPA’s annual ranking is based on revenue and a survey, which boasts a 90% completion rate. Kassouf Wealth Advisors is part of the Kassouf Family of Companies,…
Kassouf Wealth Advisors named 2024 Wealth Magnet
Accounting Today honored Kassouf Wealth Advisors a 2024 Wealth Magnet in their annual list of Top 150 Firms by Assets Under Management (AUM). KWA’s investment management partner, Savant Wealth, ranked first, proving that they are the premier partner for KWA.…
Changes to Your Kassouf Wealth Advisors Portal
As you may recall, our long-term portfolio management partner, Capital Directions, merged with Savant Wealth Management in February 2023. One of the final steps in their integration with Savant is transitioning your online client portal to Savant’s infrastructure. The transition…
4 top tips for education planning
As we enter graduation season, you may be thinking about your own children’s future. One of the best ways to ensure a strong start for your children is through education planning. We’ve compiled four tips to help you get started.…
Investment Partner Spotlight: Savant Wealth Management
We are proud to partner with Savant Wealth Management, a fee-only, independent RIA firm, to offer investment management services. Founded in 1986, the firm currently holds approximately $25.1 billion in assets under management and assets under advisement. Savant has been…
Kassouf Wealth Advisors named 2023 Wealth Magnet
Accounting Today named Kassouf Wealth Advisors a 2023 Wealth Magnet in their latest Top Firms by Assets Under Management (AUM) issue. Kassouf Wealth Advisors earned this honor the past several years, which recognizes top financial planning and wealth management firms…
Kassouf Wealth Advisors names new principal
Kassouf named a new member of its leadership team. Shannon J. Pike, CFP® will work as a Principal in the firm’s financial planning and wealth management area. “Shannon’s extensive experience, knowledge, and devotion to clients make him an invaluable addition…
Quarterly Investment Report: 4Q of 2022
Even with a significant rebound in Fourth Quarter, stocks and bonds finished 2022 solidly in the red. Whether the lows reached in October prove to be the turning point in the recent downturn remains to be seen, but it is…