Maumee, OH , - William Vaughan Company, certified public accountants and business consultants, and TDC Companies, a coordinated family of financial services firms, have announced a new partnership in which two CPAs from William Vaughan have become affiliated with TDC.
As an extension of William Vaughan's tax practice, David Hammack, CPA/PFS, and Aaron Swiggum, CPA/PFS, CFE, have become investment advisors working with TDC's investment firm. The new relationship benefits clients of William Vaughan because integrating tax and investment planning functions is a growing trend in the wealth management industry.
"For a number of years, William Vaughan has contemplated integrating investment advisory services into our tax planning specialty," says David Hammack. "We have searched far and wide for what we believe to be the right investment answer for our clients and feel we have found that in TDC Investment Advisory Services. We wholeheartedly embrace the investment philosophy TDC has utilized for over 20 years and believe our clients stand to benefit from the systems and processes they have built along the way."
TDC Companies agrees. "We believe integrating the investment advisory and CPA teams offers clients improved planning, communication and strategic direction," said Cleves Delp, Chairman, CEO of TDC Companies. "We are honored to partner with a quality firm such as William Vaughan whom we have admired for their unwavering commitment to client service for quite some time. While we have partnered with others around the country, this is the first such alliance for TDC in Northwest Ohio."
Hammack, of Maumee, and Swiggum, of Adrian, will operate within the new venture known as WVC Wealth Advisors.
Both TDC Companies and William Vaughan Company were both named a Top Workplace for 2013 by the Toledo Blade.
About William Vaughan Company
William Vaughan Company is a Maumee-based public accounting firm providing a vast array of audit, tax and consulting services to clients locally, nationally and internationally. Our commitment to excellence has resulted in sustained growth since our inception in 1959. Currently, William Vaughan Company has more than 40 professionals, including seven partners, who focus on serving primarily privately held businesses. WVC has been awarded one of the 60 Best Accounting Firms to Work For in the nation by Accounting Today. Please visit William Vaughan at www.wvco.com
About TDC Companies
TDC Companies is a coordinated family of financial services firms in business to serve successful individuals, their families and their businesses. Founded in 1958, TDC now employs over 70 people providing wealth management, risk management and employee benefits services to clients around the country, including business owners, their businesses and high-profile executives, as well as athletes and entertainers. TDC's Investment firm, TDC Investment Advisory Services, currently services $1.3 billion in assets under advisement as of December 31, 2013. TDC is based in Maumee, Ohio, with offices in Houston, St. Louis, New York, and Winchester, Virginia. Please visit TDC at www.tdccompanies.com.
TDC Investment Advisory Services is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.