In 2016, after years of serving clients one of our founding partners, Perry Barnett, reflected on an experience that affected him profoundly. Years earlier, he helped a client sell a business, which provided more than enough for the client and his spouse retire comfortably. Perry recommended they find a financial advisor to help with investing the funds.
Several years later, upon learning the client had passed away, Perry met with the widow and learned the funds had never been invested. When he asked what happened, the answer was simple: Perry was the only advisor they truly trusted. In that moment, it became clear that Rushton needed to do more. Clients needed a seamless, trusted approach that connected tax strategy with sound financial planning and tax-efficient asset management.
That realization led to the founding of Rushton Wealth Management. What began as a tax practice expanded into a fully integrated, tax-focused wealth management firm. Today, our CPAs and Financial Advisors work side by side to maximize after-tax wealth and provide comprehensive planning that aligns with each client’s goals. Our clients don’t simply have their taxes prepared or their assets managed. They experience a coordinated strategy designed to strengthen their financial life.