Robert Prifti has over 23 years of experience, primarily serving high net worth individuals, corporate executives and family groups. He works closely with clients and their advisors to provide comprehensive services in the areas of individual and fiduciary taxation, family partnerships and other closely held entities, retirement planning and estate planning.

Bob’s practice as a Certified Financial Planner includes advising clients on all aspects of financial planning, including cash-flow modeling, planning for distributions from qualified and nonqualified plans, deferred compensation arrangements, stock option planning, investment advisory, as well as core tax compliance.

While Bob now focuses primarily on serving high net worth individuals and their families as a member of WTAS’ Private Client Services practice, he has previously lectured on financial planning matters at client seminars and at a local college in the Masters of Science Program for Financial Planning.

Before joining WTAS, Bob was with an international professional services firm, serving high net worth individuals, corporate executives and family groups.