Personal Office Management (POM) has a staff of financial and technical professionals who help high net worth clients organize bills and files, manage Quicken, create spreadsheets, and coordinate with financial advisors CPAs and attorneys. From one-time projects like preparing for construction projects or divorce, moving or helping due to a death of a loved one to weekly for bill paying to annual compilation of documents for tax return preparation, their services are customized to your unique situation.
We have known former bankers April Sedall and Dawnmarie Domingo since they started POM and are happy to introduce them to you.
Chartwell Insurance Services, Inc. is not affiliated with PersonalOffice Management and does not accept compensation for referrals to them.
Some of the Information that appears on this site is produced by Chartwell Insurance Services an independent insurance broker specializing in the personal asset protection of successful individuals. Other content is provided as a resource. The contents of all posts are informational only and Chartwell Insurance Services is not providing legal advice nor policy interpretation. If you have questions please direct them to a representative of Chartwell Insurance Services.