DS+B has partnered with Rock Island Wealth Management. For you, it means the insight of the accounting profession combined with the foresight of financial planning.

Together, we work smarter.
By aligning with specialists in financial planning and wealth management, our CPAs can offer a full suite of financial guidance services that are both cost-effective and convenient for you. Together, we take your complete financial picture into account.
There is no such thing as a one-size-fits-all plan.
Rock Island Wealth Management serves with the understanding that every client deserves a customized plan tailored to their individual vision, values and goals. Our niche is centered are around the single concept of Building The Right Plan. 

Rock Island Wealth Management is an independent wealth management organization made up of seasoned professionals with expertise in financial planning, accounting, insurance, investment and retirement planning. To begin a discussion about your financial plan, click here

Investment advice offered through Great Valley Advisor Group, a registered investment advisor. DS&B Ltd., Great Valley Advisor Group and Rock Island Wealth Management are separate entities.

Services + Specialists

Estate Planning

Change inevitably brings uncertainty. Uncertainty in financial matters usually ends up costing money or limiting options that are available. Having an effective strategy for estate planning can help you protect assets, and determine your legacy. 

Gift + Trust

Having an effective strategy for gift and trust planning can help you protect your wealth for the next generation. As a complete partner looking after your best interests, DS+B advisors combine decades of experience helping clients maneuver tricky tax and regulatory issues.

Individual Tax Services

Our team has extensive knowledge of complex and changing tax laws that apply to many situations common to professionals, high net worth individuals and business owners. We take the time to ask questions and understand what your personal goals are for today and in the future.