Wade Financial Group is proud to announce that, effective April 1, 2013, W. Thomas Brunberg has assumed leadership of the Wade Financial Group Tax Department, including our tax consulting services and Year Round Tax Planning Service.
Through these services, Wade Financial Group offers clients consultation and advice on minimizing tax impacts. Wade Financial Group is not an accounting firm and does not provide tax preparation or legal advice. We work together with the client’s CPA to implement our creative ideas for potential future tax savings, using our holistic view of our clients’ finances.
Tom brings more than 30 years of experience as a Certified Public Accountant. He has a substantial history of working with Minnesota’s wealthiest families, and is a Life Member of the Minnesota Society of CPAs.
Founder and CEO of Brunberg, Blatt and Company, Inc., a leading Minneapolis provider of tax and accounting services, Tom has served hundreds of high net worth individuals, with previous experience as Managing Tax Partner at the Minneapolis office of Pannel, Kerr, Forster (now PKF International) and Tax Manager at Ernst & Young.
Tom has been involved with Wade Financial Group since its founding, even providing office space in the company’s early days.
“I’ve known Jerry Wade since the late ‘80s,” Tom says. “I’ve always recognized him as highly ethical, skilled, and smart. That’s why I’ve been committed since day one to help him grow his wealth management practice.”
After selling his company to his partners, Tom gradually increased his time spent at Wade Financial Group, coming on board full-time in April 2012.
“My goals are to bring my tax expertise to bear for Wade Financial Group’s clients, and also to help Jerry continue to grow the culture of excellence and teamwork at the firm,” Tom says.
Founder Jerry Wade says, “Tom’s energy, creativity, and perspective as a tax veteran has been invaluable to our clients. His value will be magnified even more as he moves into this increased leadership capacity.”
Tom is available to Year Round Tax Planning Service clients as a first point of contact for any tax-related question. He can be reached at firstname.lastname@example.org or at the Wade Financial Group main line: (763) 797-9577.
As always, thank you for choosing Wade Financial Group as your steadfast protector of wealth. We look forward to continuing to provide you with the rock-solid wealth management and investment advice required to navigate today’s financial markets.