Who We Are
The Boca Raton B. Riley Wealth Tax Services office is a premier team of financial professionals dedicated to helping you find the most tax efficient solutions for all your financial needs.
We provide a fully integrated services platform that we tailor to help you achieve your financial goals. Together we seek to implement well-thought-out financial strategies that could minimize tax liabilities, increase your personal wealth and improve your family’s financial security.
As a division of National Holdings Corporation, we pride ourselves on the comprehensive solutions we offer, backed by the service, technology and support of an established Wall Street firm.
Explore our site to learn how our experts in Boca Raton can help create, manage, and protect your wealth.
Your Financial Life--Handled
Drawing on our vast industry experience and leading financial tools, we will work with you to create a total tax management plan that includes both tax planning and financial advice. We help you prepare a tax and wealth management playbook that has the potential to grow with you and put you in a position to respond to changes in the market as well as changes in your life.
Let’s work together to customize a plan that meets your financial needs today and evolves with you over time.
Our Areas of Focus Include:
- Tax Planning & Preparation
- Investment Management
- Retirement Planning
- Income Protection Strategies
- Wealth Creation
- Banking & Lending
- College Funding
- Estate Planning & Legacy Creation
- Financial Planning
- Life Insurance
Find us in Boca Raton
Call Today: 561-392-1011
Find Us at: 2424 N Federal Hwy Ste 408, Boca Raton, FL 33431
Meet the Team
Steven M Weitz, CPA
More About National
Securities and Variable Insurance Products offered through National Securities Corporation, Member FINRA/SIPC. Advisory services provided through National Asset Management, Inc. (NAM), a SEC Registered Investment Advisor; a copy of NAM’s Brochure is available at NAM’s web page. Insurance products offered through National Insurance Corporation (NIC). Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® Company. B. Riley Wealth Tax Services (BRWTS) provides accounting services, tax planning and preparation.