About KROST Wealth
KROST Wealth is a division of KROST, a full-service Certified Public Accounting and Consulting firm headquartered in Pasadena, California. Since 1939, the firm’s focus has been recognizing opportunities and creating value for clients by equipping them with the tools to make better business and financial decisions for the future. As trusted advisors, KROST provides timely information, innovative solutions, and result-driven teamwork to ensure success. Visit KROSTCPAs.com for more information.
Our practice offers breadth and diversity in skills and experience. Expect personalized, one-on-one service by a team of seasoned professionals with in-depth knowledge in many fields.
The KROST Wealth Process
As your wealth advisor, it is our duty to identify opportunities for you, as it relates to tax, to ensure your financial success. To accomplish that, we employ the Core 3 Process to systematically address key areas of focus to develop a comprehensive financial plan.
It all starts with tax.
Core 3 Process:
Over the years, we have refined and perfected a process to help our clients manage their most important and unique financial decisions and plans. We have bundled and named this process Core 3.
It focuses on the three main parts of our clients' financial lives:
Through this process, our clients understand exactly what is important to them, what resources are available, and the way to effectively deploy resources in the attainment of their goal.
» Core 3 Process