Local tax and financial planning firm Wealthspring Financial Partners announced it has acquired Kostka Taylor, LLC, in Parsippany, N.J.
Wealthspring Financial Partners bridges the gap between tax advice and wealth management, offering the most comprehensive approach to financial management. Through this acquisition, Wealthspring Financial Partners will continue to establish its presence across the region.
“Wealthspring and Kostka Taylor share the philosophy that the best financial plans place tax-smart strategies at the forefront,” said Damien Paumi, wealth management advisor at Wealthspring. “By uniting our firms, we will ensure that Kostka Taylor clients continue to receive top-tier tax advice and wealth management.”
Kostka Taylor was founded by Donald P. Kostka and John R. Taylor, Jr., who are both certified public accountants, personal financial specialists and CERTIFIED FINANCIAL PLANNERTM professionals. All employees of Kostka Taylor located in the Parsippany office, located at 1711 Route 46 East, will remain on staff as part of Wealthspring Financial Partners.
Wealthspring Financial Partners is dedicated to empowering clients and giving them financial confidence through financial education, trusted guidance and a holistic approach to financial planning. This acquisition enables Wealthspring to share tax-smart financial planning strategies with clients in the tri-state area and around the country.