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Collaborative Tax Preparation and Planning

Developing a cohesive tax strategy prior and through retirement is critical to the success of any financial plan. Understanding the vital role taxes play for our clients we offer tax services through our affiliated firm Purpose Business Consulting. Partnering with the Wealth Managers at PCWM our tax planning team will work to refine and implement strategies including; ROTH conversions, distribution planning, tax-loss harvesting, and cost segregation. 

Tax Planning Team

Jonas LaGrew Photo Jonas LaGrew Hover Photo
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Jonas LaGrew

Chief Tax Strategist

Jonas Lagrew

Chief Tax Strategist CPA, MBT

Email: Jonas@apexbconsulting.com

Jonas has over 10 years of knowledge that he brings to the table, not just working in leading firms but also from working as an auditor for the Department of Revenue. His unique background allows him to provide the best possible advice to his clients after evaluating the situation through multiple lenses. Jonas has his Masters in Business Taxation (MBT) from the University of Minnesota – Carlson School of Management and is a licensed Certified Public Accountant (CPA) in Minnesota and North Carolina. He can support individuals and businesses in every state remotely. Jonas specializes in tax preparation and planning for individuals and small businesses, QuickBooks set-up, training, and consulting. He also has niche expertise in real estate and construction. As part of his services, he provides cost segregation studies to help maximize the benefits of investing in real estate. Jonas founded Apex Business Consulting after moving to North Carolina in 2020. In his free time, Jonas enjoys spending time with his family, golfing, and working out..

Aaron Olson Photo Aaron Olson Hover Photo
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Aaron Olson

Senior Wealth Manager

Aaron Olson

Aaron Olson

Senior Wealth Manager

Email: aaron.olson@purposecwm.com

Aaron Olson is a Senior Wealth Manager and founding member of Purpose Comprehensive Wealth Management. As a Senior Wealth Manager, Aaron engages in a collaborative process with clients in efforts to help define and often inspire financial goals both pre-and post-retirement and then works to develop a plan to help ensure clients realize those goals. Aaron heads a client’s team of professionals including a Wealth Advisor and Portfolio Manager to provide comprehensive and ongoing planning in areas such as retirement planning, tax planning, Social Security strategies and insurance analysis.

Prior to founding Purpose Comprehensive Wealth Management, Aaron worked as a Financial Advisor for several institutions including USBancorp and Chase. Aaron graduated with a degree in Interpersonal Communications from the University of Wisconsin - Parkside.

Away from the office, you’ll find Aaron spending much of this time with his wife, Danielle, whom he considers his original founding partner and their five children, Harper, Niko, Cruz, Kaia and Cam.

Schedule a Meeting With Aaron