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Welcome to the new AKT Wealth Advisors web site. Existing clients can access their Retirement plans by clicking this link.
As a client of AKT Wealth Advisors, whether a business owner or participant in a 401(k) plan, we provide timely resources and information to help you make informed decisions. Please visit our RESOURCES page for more information.
A well-run 401(k) retirement plan is a valuable resource to your employees though many plans are set up with little knowledge of the important fiduciary responsibility they are assuming.
AKT Wealth Advisors helps you protect your assets for tomorrow by enabling you to make smart financial decisions today. Our professionals provide objective and independent, fee-based investment services.
Working with AKT Wealth Advisors financial planning team is a smart financial decision. Understanding your financial situation and how that influences your goals and aspirations is only the beginning of the financial planning process. Let us help you achieve success in your future.
When should you begin planning for a business transition? Today. A well-defined, thought-out plan will ultimately improve the chances that your business will thrive and provide you with maximum benefits.
July 29, 2010 - Charlie Zieky participates in advisor roundtable.
Charlie Zieky, Principal with AKT Wealth Advisors participated in a San Diego Daily Transcript Roundtable.
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April 22, 2010 - Charlie Zieky is quoted in the San Diego Daily Transcript
Charlie Zieky, CPA and Principal at AKT Wealth Advisors was asked her opinion on a number of issues that are impacting her clients surrounding changing tax laws.
Filippini Wealth Management Inc - As a multifaceted group, we serve our clients with a single full-service group of companies they can turn to for all of their financial needs.
319 East Carrillo Street Suite 201, Santa Barbara, CA 93101
Steven K. Vinje is an attorney at law, licensed in California, with an MBA in taxation, and over 30 years of experience in the Expatriate and Inpatriate areas of individual income taxation. He can eff