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At Wealth Ease Wealth Management, Austin Rinard, CFP®, and Todd Candelaria, CPA, team up to deliver a more complete approach to your financial well-being. Austin brings deep expertise in financial planning to help guide your long-term goals, while Todd provides professional tax insights drawn from his CPA background.

Together, they focus on strategies that aim to grow and protect your wealth while thoughtfully addressing potential tax implications throughout your lifetime.

This collaboration means we can consider both your investment picture and tax situation in a coordinated way, supporting smarter decisions that align with your overall objectives.

For clients who maintain $250,000 or more in assets under management with our firm, we offer the preparation of a personal income tax return at no additional advisory fee (subject to availability and our standard terms).

Although this additional tax service is a benefit we provide as part of our client relationships to add convenience and value, it is not mandatory, and you have the ability to keep your current tax relationship if you prefer.