About Bohm Wildish & Matsen, LLP
Bohm Wildish & Matsen LLP is a boutique law firm based in Costa Mesa, California. The firm also integrates retirement planning with broader estate and business succession strategies, helping clients align their financial goals with long-term asset protection and legacy planning. Their approach emphasizes proactive planning to reduce tax burdens and improve financial outcomes during retirement and wealth transition stages.
Services
Tax Law & Retirement Planning Tax Planning Income Tax Planning Capital Gains Planning Estate Planning Coordination Wealth Transfer Strategies Business Tax Advisory Retirement Income Planning Trust & Wealth Structuring Asset Protection Strategies & Legacy PlanningReviews
I have had an exceptional experience working with Sherry D'Antony and all of the staff at Bohm Wildish & Matsen. They are extremely professional, knowledgeable and easy to work with. They have also been clear and prompt in all of their communications. All in all, they have been a pleasure to work with.