Charles T. Woolston
Algemeen Directeur bij Salvus Wealth Management LLC
Profiel
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.
Actieve functies van Charles T. Woolston
Bedrijven | Functie | Begin |
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Fulfill Monmouth & Ocean
Fulfill Monmouth & Ocean Services to the Health IndustryHealth Services Fulfill Monmouth & Ocean operates as non-profit organization which workes to end hunger in the community. The company is headquartered in Neptune, NJ. | Directeur/Bestuurslid | - |
Salvus Wealth Management LLC
Salvus Wealth Management LLC Investment ManagersFinance Salvus Wealth Management LLC (Salvus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was co-founded by Charles T. Woolston and Robert W. Joel in 2014. Salvus provides investment advisory services to individuals, high net-worth individuals, pension & profit-sharing plans, trusts, estates, corporations or other businesses. | Algemeen Directeur | 05-06-2014 |
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Bedrijven in privébezit | 2 |
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Fulfill Monmouth & Ocean
Fulfill Monmouth & Ocean Services to the Health IndustryHealth Services Fulfill Monmouth & Ocean operates as non-profit organization which workes to end hunger in the community. The company is headquartered in Neptune, NJ. | Health Services |
Salvus Wealth Management LLC
Salvus Wealth Management LLC Investment ManagersFinance Salvus Wealth Management LLC (Salvus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was co-founded by Charles T. Woolston and Robert W. Joel in 2014. Salvus provides investment advisory services to individuals, high net-worth individuals, pension & profit-sharing plans, trusts, estates, corporations or other businesses. | Finance |