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CPA's & Attorneys

Rochester Wealth Management Group, LLC. assists accountants and attorneys that want to expand and diversify their business. Capitol provides guidance in the following areas:

  1. Business Development Planning
  2. Registration and Testing
  3. Staffing
  4. Services and Products Education and Selection
  5. Compliance
  6. Technology

If you are an accountant or an attorney and would like to find out more information on how Capitol can be your trusted partner, call:

Mid-Atlantic Division
Mark Hamby, President at 800-878-2010 or mhamby@capitolsecurities.com

New England Division
Joe Jianos, Co-Chairman at 888-206-7016
Bill Washington at 973-919-2025

TO VIEW THE AICPA INVESTMENT ADVISORY SITE CLICK HERE

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