Wesley H. Watkins, CPA/PFS
President

1700 Bayberry Court
Suite 300
Richmond, Virginia 23226
804.673.4224
804.673.4290 fax
wwatkins@cbhwealth.com

 

Wes is a Certified Public Accountant and a Personal Financial Specialist with over 20 years of experience. As a Tax Partner with CB&H and an investment advisor representative with CB&H Wealth Management Services, LLC, Wes assists executives, professionals, business owners and high-net-worth individuals in the development, implementation and monitoring of personal financial plans.

With his unique and distinct perspective, Wes guides clients through an objective financial planning process where planning strategies are developed around specific personal goals related to financial, investment, estate and risk management. By focusing on personal goals and values, Wes is able to help clients evaluate, form conclusions and make decisions in identifying the most appropriate strategies to incorporate into their plan.

Prior to joining CB&H, Wes served as managing director of tax and wealth management services for the Richmond office of RSM McGladrey, Inc. Through an independent annual survey conducted by Virginia Business magazine, he has been regularly recognized as one of Virginia’s top CPAs in the area of Personal Financial Planning.

Wes received his Master’s degree in Taxation and his Bachelor of Science degree in Accounting from Virginia Commonwealth University. Licensed to practice as a CPA in the state of Virginia, Wes is a member of the Personal Financial Planning Section of the American Institute of Certified Public Accountants (AICPA), the Richmond Estate Planning Council, and the Richmond Private Business Study Group.