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Wayne Pahssen

Wayne Pahssen
Sig

Wayne Pahssen | CPA/PFS, CFP® | Principal

Traverse City, MI | 231.946.3230 | Email | Linkedin
Service Areas | Tax services, financial planning, wealth management services, succession planning

Wayne is a trusted advisor to high net worth individuals, providing wealth management, tax planning and consulting services. Wayne has decades of experience providing a full range of financial planning services from tax planning to helping his clients to assess risk tolerance, establish goals and determine the overall asset allocation needed to meet those goals. His depth of knowledge also enables him to integrate services from other business or legal advisors to provide a seamless experience for his clients.

Experience

Wayne has been in public accounting for over 40 years. Prior to joining Rehmann, he was a partner with Weber, Curtin & Pahssen LLC and Fuller, Somero & Pahssen, PLC and worked in the tax department of a national public accounting firm. In 1999, he co-founded Integrated Wealth Management, LLC, a registered investment advisor providing comprehensive financial planning and investment management services.

Wayne served as a Regional Managing Principal for Rehmann for 9 years.

  • In addition to being a Certified Public Accountant, Wayne is a Certified Financial Planner™, Personal Financial Specialist, which enables him to take a holistic approach when serving his clients to address all aspects of their financial life.

Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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