Progress Wealth Management

Are You on Track for Your Financial Goals?

At Progress Wealth Management, we provide expert financial advice and tax consultations designed to meet the needs of high-earners and professionals. Whether you're planning for retirement, managing your tax liabilities, or seeking personalized investment strategies, our team is here to guide you every step of the way.

Schedule your free financial assessment today and discover how to optimize your financial plan. Our Certified Financial Planners™ (CFP®) will identify any missed opportunities in your strategy.

Greg Harolds - CEO

Financial Planning by Experts

Our team of seasoned financial professionals is dedicated to helping you achieve your financial goals. We provide personalized advice on:

  • Retirement planning
  • Tax reduction strategies
  • Education savings plans
  • Investment growth and risk management
  • Estate planning and legacy protection

Your goals are our mission—let’s plan your financial future together.

Consultation Services

One-Time Consult
$2,000 – includes a comprehensive financial plan and unlimited access to a CFP® for 30 days.

Ongoing Consultation
Starting at $3,000 per year, our ongoing consults include estate planning, tax optimization, investment strategies, and more. Our team will support you every step of the way, providing thoughtful, well-informed advice tailored to your needs.

Tax Consultations and Filing Services

Managing taxes is essential to securing a sound financial future. Our dedicated tax consultants provide:

  • Tax Preparation: Starting at $500, we’ll file your personal tax return with ease and accuracy.
  • Tax Planning: At no additional cost, our experts offer actionable advice on reducing future tax liabilities.
  • Ongoing Tax Services: Starting at $2,000 annually, our comprehensive tax services ensure that you stay compliant while minimizing taxes.

  • Secure Your Investments


    Invest confidently with Progress Wealth Management. We’ll design a wealth management strategy that maximizes returns while lowering fees and taxes.

    • Custom Portfolio Management: Tailored investment strategies that align with your financial goals.
    • Transparent Pricing: Our 1% management fee is capped at $15,000 per year.
    • Secure Accounts: Your investments are protected with $500,000 in SIPC coverage and $250,000 for cash accounts.

  • Security and Support You Can Trust


    At Progress Wealth Management, we prioritize your security. Using 256-bit encryption, we ensure your data is protected at every level.
    Got questions? Our support team is here to assist you with any concerns or queries you might have along the way.
    Ready to Take Control of Your Financial Future?
    Your goals, our mission—let’s figure it out together. Connect with us on Telegram.