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High Net Worth Individuals

At Cowan Bolduc Doherty we understand the unique needs of high net worth individuals. We stay on top of tax law changes, evaluate the possible impact on you, and deliver proactive solutions. We encourage you to contact us for advice prior to making financial decisions. Our services for high net worth individuals include:

For more information about our services for high net worth individuals contact Robert Cowan, CPA, at robert.cowan@cbdcpa.com or 978.620.2000, ext. 106.

“CBD provides their clients with partner-level attention that would rival a large accounting firm. They always focused on us as if we were their largest client, even when we were far from it.“

Joseph P. Faro

President/CEO Joseph's Gourmet Pasta and Sauces