Our Services
Where Every Piece
Works as One
When every part of your financial life is synchronized, better decisions follow. Pendulum integrates CPA services, strategic wealth guidance, and family-office thinking into one coordinated model – designed to remove obstacles, uncover opportunities, and keep everything aligned as life evolves.
Family Office Services
Built for Those with More to Consider.
We guide families, businesses and entrepreneurs whose needs go far beyond standard financial advice. Pendulum’s family office approach is built to manage complexity – blending sophisticated financial coordination with human insight. Whether it’s succession, shared assets, or philanthropic intent, we help everyone at the table find alignment and protect what matters most. Services include:
- Family Governance & Decision Support
- Business Succession Planning
- Legacy & Charitable Giving Strategies
- Generational Tax Strategy
- Private Investment Review & Oversight
- Bill Pay & Administrative Coordination
Strategic Wealth Management
Wealth Strategy That Thinks Ahead.
Sophisticated lives require thoughtful strategy. Pendulum brings together deep technical expertise and personal insight to guide decisions that shape income, investments, and risk strategy. We adapt in stride with your life – aligning today’s priorities with tomorrow’s possibilities. Services include:
- Comprehensive Financial Planning
- Investment & Asset Management
- Retirement Income Strategy
- Insurance Review & Risk Management
- Cash Flow Design & Optimization
CPA & Tax Advisory
Accounting and Advisory Services That See the Full Picture.
Pendulum is a strategic partner for individuals and entrepreneurs alike. Our tax and accounting services are designed to meet the evolving demands of complex financial lives. We go beyond compliance to help business owners and high-net-worth families navigate decisions, understand trade-offs, and move forward with confidence and control. Services include:
- Strategic Tax Planning & Preparation
- CFO Consulting Services
- Monthly Dashboards & Financial Review
- Attestation & Compliance Support
- Entity Structuring & Strategic Planning