Charles T. Woolston

Directeur Général chez Salvus Wealth Management LLC

Profil

Mr. Charles T.
Woolston, CPA, is a Co-Founder & Chief Executive Officer at Salvus Wealth Management LLC.
He is on the Board of Directors at Fulfill Monmouth & Ocean.
He has over 35 years of experience in advising high net worth individuals and corporations in areas of wealth management such as: investment management, retirement planning, estate planning and executive financial counseling.
He is a member of the firm's Management Committee and Investment Strategy Team.
In 2016.
he founded Woolston Consulting, LLC, a regional certified public accounting (CPA) and consulting firm located in Shrewsbury, New Jersey and leads the Tax & Wealth Services Group.
From 2009 through June 2016, Mr. Woolston was a partner at CPA firm Cowan, Gunteski & Co., P.A., in charge of the high net worth individuals group.
Previously he was managing partner and co-founder of Woolston, Koerner & Co., LLC, a regional certified public accounting (CPA) and consulting firm.
He has focused his practice primarily on tax law, compliance, planning & research, business management & strategic planning and investment planning & oversight.
He holds a Master of Science degree in Taxation from Seton Hall University and a Bachelor of Science degree in Accounting from Fairleigh Dickinson University.

Postes actifs de Charles T. Woolston

Sociétés	Poste	Début
Fulfill Monmouth & Ocean	Directeur/Membre du Conseil	-
Salvus Wealth Management LLC	Directeur Général	05/06/2014