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Tampa, Sarasota wealth management firm adds tax and accounting unit

  • By Mark Gordon
  • | 10:00 a.m. April 8, 2024
  • | 2 Free Articles Remaining!
  • Tampa Bay-Lakeland
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Graham Capital Wealth Management, a Tampa-based independent Registered Investment Advisor with additional offices in Sarasota and Washington, D.C., is adding a tax and accounting services unit. 

The entity, what Graham Capital is calling a sister organization, will be called Regis Tax and Accounting LLC, according to a statement. It will be run by tax and accounting industry veteran David Gearhart and will serve individual and corporate clients. Gearhart has worked for Summit Wealth Management and Morgan Stanley, and is also an attorney who has represented clients in matters involving the IRS.

Stash Graham
Courtesy image

"Recognizing the growing demand for expert tax professionals, we have strategically decided to invest in bringing a highly qualified tax professional like Mr. Gearhart into our family of companies," said Stash Graham, managing director of Graham Capital, in the release. "As a highly qualified tax attorney and CPA, his diverse skillset 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."

Based in Graham Capital's Tampa and Sarasota offices, Gearhart will assist individuals with tax preparation, estate planning consultations and other tax-related needs. For business owner clients, he will utilize his specialties in corporate transactional law, tax consulting, commercial litigation and corporate finance to provide bookkeeping, payroll, auditing, corporate tax preparation and other accounting services, the company says.

"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," says Gearhart in the release.

Graham Capital Wealth Management was founded in 2016 and is led by Graham and Vice President Michael Berkhahn. 



Mark Gordon

Mark Gordon is the managing editor of the Business Observer. He has worked for the Business Observer since 2005. He previously worked for newspapers and magazines in upstate New York, suburban Philadelphia and Jacksonville.

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