WealthEdge® Advisors
Patricia Zapata is a Senior Accountant with experience in creating standard operating procedures, providing income tax services to low-income individuals, assisting in merge & acquisitions processes, and coordinating to improve client deliverable information requests. Patricia holds Bachelor's Degrees in Public Accounting and Approval to Practice Accounting in the US.
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WealthEdge® Advisors
WealthEdge® Advisors is an independent Wealth Management Firm. We specialize in working with Attorneys, Physicians, Executives and Business Owners. We offer a full range of Financial Services to help clients PLAN, PROTECT, and PRESERVE their WEALTH. Our core services include Advanced Planning, Individual and Business Tax Planning and Accounting & Investment Management Services. We believe that Wealth Management is an all-encompassing, life-long relationship, bringing together financial planning, investment strategies, and outside relationship management (lawyers, physicians, nursing staff, insurance agents, bankers, etc.) with a complete understanding of all tax implications.