McGladrey LLP is an Iowa limited liability partnership and the U.S. member firm of RSM International, a global network of independent accounting, tax, and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities which cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party.
McGladrey Wealth Management LLC provides investment advisory services, financial planning, and other wealth management services to individuals and businesses. McGladrey Wealth Management LLC is an SEC-registered investment advisor.
Insurance services and products are offered and/or facilitated through Birchtree Financial Services LLC, a licensed insurance agency and a wholly-owned subsidiary of McGladrey Wealth Management LLC. In California, Birchtree Financial Services LLC does business as Birchtree Financial & Insurance Agency LLC.
Family Wealth Services provides wealth management services to business owners, executives, and wealthy families. The tax and accounting services offered by Family Wealth Services are provided by McGladrey LLP, a registered CPA firm. The investment advisory services, financial planning, and other wealth management services offered by Family Wealth Services are provided by McGladrey Wealth Management LLC.
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