Graham Capital Wealth Management, an independent RIA based in Florida, has broadened its service offerings with a new tax and accounting practice.
Graham Capital, which has branches across the District of Columbia, Tampa, and Sarasota, announced the launch of Regis Tax and Accounting.
The new venture aims to serve both individual and corporate clients with an array of tax and accounting services. David Gearhart, a seasoned professional in the tax and accounting field, will helm the operations at Graham Capital’s new sister firm.
Managing director Stash Graham, who leads his namesake independent wealth firm alongside Michael Berkahn, says the firm's addition of Regis Tax and Accounting’s capabilities is a strategic move that addresses “the growing demand for expert tax professionals.”
“As a highly qualified tax attorney and CPA, [Gearheart’s] diverse skill set will be a welcome supplement to the services we currently offer, and our clients only stand to benefit with someone of his caliber now on our team,” Graham said in a statement.
With over three decades of experience in the field, Gearhart's career spans roles at prestigious organizations including Summit Wealth Management and Morgan Stanley. Beyond accounting, his professional toolbox includes legal expertise honed over years as an attorney successfully representing clients in IRS matters.
Operating from Graham Capital's offices in Tampa and Sarasota, Gearhart will apply his comprehensive experience in tax law to aid clients with various needs, including tax preparation and estate planning.
His role also extends to supporting business owners through services such as bookkeeping, payroll, and corporate tax preparation, leveraging his background in corporate transactional law and finance.
“I am excited to join this team of highly qualified financial professionals and look forward to helping our clients navigate complex tax-related situations to better preserve their wealth and hopefully give them more peace of mind,” Gearheart said.
Steward executives say small succession deals and book buyouts go unreported, tilting RIA valuation data toward big firms.
Private equity needs a public exit for mega-RIAs, ‘or else we have a big problem,’ warns M&A attorney Corey Kupfer.
The staking deal adds another former UBS team to Elevation Point’s roster as serial minority investors hit a record.
First-of-its-kind research finds hybrid RIAs are growing fastest, yet investors working with sometimes-only fiduciary advisors report the lowest loyalty.
Latest DeVoe reports highlights IBDs buying practices and building W-2 RIAs, while an RIA dealmaker say buyers now pay more in equity, not cash.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
