About H&S Tax and Wealth Advisors LLC
H&S Tax and Wealth Advisors LLC is a comprehensive wealth management firm located in Red Bank, NJ. They specialize in investment, retirement income, tax, education, and charitable planning, offering a full range of services for individuals and businesses. The team is committed to adhering to fiduciary standards as a fee-only advisor, leveraging their experience and expertise to create tailored financial solutions for each client's unique objectives. Clients praise the firm's exceptional guidance, personalized care, and commitment to communication and accessibility. The team, led by Gregg Shaw, is described as honest, caring, and responsive, providing wonderful advice and guidance to help families plan for a secure future. Overall, H&S Tax and Wealth Advisors is highly recommended for anyone in the Red Bank area or beyond seeking comprehensive wealth management services.
Organized, effective and personalized approach to tax prep, including detailed review and explanation of returns being filed. Even more important to me is their thoughtful approach to tax planning. I appreciate the strategic planning in advance to achieve optimal tax and financial planning outcomes vs. reacting to results at tax year end when it's too late to mitigate mistakes or plan and execute opportunities.
They have consistently been available and responsive to my questions as they have come up through the course of the year.
Charlie has been my accountant and preparing my business and personal tax returns for several years. He’s accessible, responsive, gives solid suggestions and advice and explains things in easy to understand terms. My trust, livelihood and current and future financial health is in great hands!!
I have been a client with H & S Tax and Wealth Advisors from their founding in 2017. Gregg and Charlie have bridged the gap between personalizing my tax planning and my wealth management. They considered my specific needs and together were proactive in my tax and financial planning. I would be remiss if I didn’t mention how well they patiently answer numerous my questions with clear communication and return calls and resolve issues in a timely manner. Having Gregg and Charlie take over my finances has brought me great peace of mind.