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Service Leaders

Paul Filippetti

CPA

Partner

(860) 536-9685 x8521

Terry Malaghan

CPA

Partner

(401) 596-2000 x7111

INDUSTRIES

High Net Worth Individuals

Precision in acounting. Partnership in your success.

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Related Services

Tax Preparation & Planning

Client Accounting & Advisory Services

Managing wealth and protecting assets can be complex.

The professionals at HFM have a strong reputation for expertise, responsiveness, and integrity working with high net worth individuals. We take pride in offering a comprehensive range of services with a high level of personalized attention. By staying abreast of ever-changing tax laws and planning strategies, we are committed to helping you achieve your goals of building and protecting wealth, now and in the years to come.

Let's Build Your Financial Future Together.

Ready to experience the HFM difference? Our team is here to discuss your assurance and advisory needs. Whether you're seeking a higher level of expertise or looking to strengthen your financial strategy, we'll respond promptly to start the conversation.

Estate & Retirement Planning

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