Cpa in Ponte Vedra Beach, Florida

Mission Statement

Our mission is simple, we provide people a way to excel in their business and life by providing industry leading business strategies and methods, income tax preparation and advice and a disciplined approach to investment management.

RW Wealth is a CPA and Registered Investment Advisor Firm located in Ponte Vedra Beach, FL. Formerly known as Ringeisen & Worrell, the two senior partners, Hal Ringeisen and Dan Worrell have been practicing together, here at the beaches, for 25 years.

RW Wealth is located in the Veranda Office Complex just south of PGA Tour Boulevard and The Players Club at Sawgrass on State Rd. A1A. Whether you live in the Jacksonville or Beaches area, St. Augustine or Nocatee, our office is in a great location and an easy drive.

RW Wealth provides professional money management and financial planning services for individual investors and businesses on a no-commission, fee-only basis. In addition, RW Wealth provides comprehensive accounting and income tax services year round for both individuals and businesses.

One of our specialties is small business support including, QuickBooks consulting, cloud and collaborative accounting, investment portfolio management and retirement planning.

Hal and Dan have put together a team of knowledgeable, helpful and friendly staff, both accountants and financial planners, to assist in meeting the individual needs of every one of our clients. Give us a call at 904-280-0771 and let us know what your needs are. We would welcome the opportunity to work with you to identify a strategy for meeting those needs in the most efficient and cost effective manner possible.

Key Contacts

Danny Worrell

Partner, Cpa, Investment Manager

Harold Ringeisen

Partner, Cpa, Investment Manager

Darlene Westberry

Senior Staff Accountant

Nora Worrell

Certified Financial Planner

1) Federal And State Income Tax

Tax law is complex and continuously changing. At RW Wealth, we stay abreast of the ever-changing tax laws to ensure proper application, regardless of the complexity of the law. We also have multiple tools which enable us to provide in-depth tax research. If we do not immediately have an answer for something, we know where to find it. RW Wealth has worked diligently to build a team of professionals with specialized expertise to ensure that our clients accurately report their income while taking full advantage of any opportunity to save on tax.

2) Investment Management

Our staff is dedicated to helping you attain your personal financial goals, whether you wish to grow your savings, effectively manage your retirement accounts, or establish education accounts for your children or grandchildren. When you choose to partner with RW Wealth in the investment of your resources, we make it a priority to know you and your individual needs so we can provide a completely personalize service. When you call with a question, you will reach a real person who knows you and can address your concerns in a timely and proficient fashion.

3) Quickbooks Accounting

Whether it be QuickBooks Online (QBO), QuickBooks Desktop version or QuickBooks Enterprise, QuickBooks is the ideal business accounting software for small to mid-sized business owners.

Although QuickBooks is designed for the layman to understand, the initial installation and setup must be done correctly in order for future information to be accurate.

4) Small Business Accounting

RW Wealth recognizes that as a small business owner you are required to wear many hats. We can collaborate with you to maintain your books, so you can focus on running your business and generating profits!

Each month or quarter we can do the following things for you…

Reconcile your bank and credit card accounts
Generate an income statement
Generate a balance sheet
Review and adjust your general ledger as necessary
Provide ongoing accounting software support
These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other servic

5) Payroll

When it comes to paying employees, laws and the IRS have made the payroll function a time-consuming nightmare for the small business owner.

Small business owners spend an average of eight hours a month performing payroll functions. That’s 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customers.

We offer payroll solutions that meet your business’s needs and enable you to spend time doing what you do best–running your company.

Service Locations

Cpa Ponte Vedra Beach  -  Accounting Ponte Vedra Beach  -  Investment Management Ponte Vedra Beach
Tax Preparation Ponte Vedra Beach  -  Bookkeeping Ponte Vedra Beach  -  Payroll Services Ponte Vedra Beach

Citations

RW Wealth Photo Gallery
Updated as of 4/19/2025

Contact Information

Direct Email Contact