3201 26th Street West
Many people want to know why Rehfeldt Wealth Management was started. The answer is simple. It was born out of a desire to help people, just like the tax practice (The Rehfeldt Group) over twenty-five years ago.
“I had been a CPA for just a short time when a tax client made an appointment to speak with me about an investment that was recommended to her. After reviewing the recommendation, I told her that in my opinion at her age it was not appropriate for her. She asked me what I thought she should do. I told her if she would wait a few months I’d get my securities license and then I could help her.”– Terry Rehfeldt
That was in 1999, and the beginning of Rehfeldt Wealth Management. We’ve been helping people ever since. Both the CPA and financial services practices have grown because people have experienced our personalized approach to business. By the beginning of 2020, the firm had eleven employees serving over 1,500 tax and accounting clients, and 250 financial services clients.Our clients have often said they’ve chosen Rehfeldt Wealth Management over other financial services firms because they are able to receive comprehensive advice from us. Not only are they able to get advice on their finances, but they also feel extremely comfortable knowing Terry Rehfeldt is a CPA who is well versed in income taxes, tax planning and estate tax planning. At Rehfeldt Wealth Management all of these services are offered as a combined comprehensive financial and tax planning strategy.As both practices have grown over the years, the decision was made to split them into two separate firms. At the end of 2020, The Rehfeldt Group which is the tax practice was transferred to Terry’s son, Kevin Hassall, who started out with Deloitte in 2007 and has been with The Rehfeldt Group since 2009. Rehfeldt Wealth Management is now Terry, along with Kristin Mazzitelli who has been with the firm for over fifteen years, and they make up your financial services team.If you are interested in seeing how Rehfeldt Wealth Management can help you, we would be happy to set up an appointment to talk about you and answer any questions you have about us.
Vince recently joined the Rehfeldt Wealth Management team in July 2022. He currently holds several securities licenses including the Series 4, 7, 52, and 66 which greatly assist him in servicing our clients. Vince graduated with...