Single and Career
Families with Teens & College Age Children
Entrepreneur / Business Owner
Welcome to Rooks CPA & Wealth Management
At Rooks CPA & Wealth Management, we are more than tax advisors and financial advisors. We are people, just like you. We have families, homes, jobs, hobbies and dreams. Among our staff, we are young, we are empty nesters, we have young children and we have kids in college. We run the spectrum of the life stages that dictate what kind of attention our finances need. From simple budgeting to not-so-simple investment strategies, we love what we do. We do it for our own families, and wed like to help you too. Let us help make a difference in your life.