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 a comprehensive background in financial planning, accounting, insurance, investment and retirement planning. To begin a discussion about your financial plan, click here

Required Disclosure: 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.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisor offered through Rock Island Wealth Management, a registered investment advisor. DS&B, Ltd., Rock Island Wealth Management and LPL Financial are separate entities.

Mitch Stolba, the LPL Financial Registered Representative referenced on this page, may only discuss and/or transact securities business with residents of the following states: AK, AR, AZ, CO, GA, IA, IL, MN, MO, MT, SC, SD, WI.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.  

Services + Specialists

Investment + Retirement Planning

Rock Island Wealth Management is an independent wealth management organization made up of seasoned professionals with a comprehensive background in financial planning, insurance, investment and retirement planning. Their goal is to build the RIGHT plan. For each client. One client at a time.

Estate Planning

As a complete partner looking after your best interests, DS+B CPAs rely on decades of experience helping clients maneuver tricky tax and regulatory issues. When we sit down with you to begin your estate plan, we start with a question: What do you value most? We believe the values you hold dear should guide your decisions. We then get to work to help you build a plan around your values and goals.

Gift + Trust

DS+B CPAs have guided numerous families through complex gift and trust financial matters. As a full-service CPA firm, we have certified and experienced professionals that work to find the right tax advisory solution for our client's trusts, gifts, planned giving, charitable giving and wealth transfer needs.