H&S Tax and Wealth Advisors LLC

Gregory Shaw is a CFP® with 22 years of industry experience, currently serving at H&S Tax and Wealth Advisors LLC in Red Bank, NJ. His prior experience includes seven years at Chatham Wealth Management. Outside of his advisory role, he manages a residential rental property in Red Bank. H&S Tax and Wealth Advisors LLC serves individual and high-net-worth clients, offering discretionary portfolio management along with financial planning and consulting services. The firm employs tailored investment strategies using firm-developed models and sub-advisers, and integrates tax and accounting services through a related affiliate.

Linda Ialacci is a financial advisor at H&S Tax and Wealth Advisors LLC with five years of industry experience. She holds a Series 65 designation and has operated her own CPA firm since 2014. Outside of her advisory work, she serves as treasurer for Ryan's Quest, Inc., a nonprofit focused on Duchenne muscular dystrophy, where she manages financial records and cash management. H&S Tax and Wealth Advisors LLC serves individual and high-net-worth clients by providing discretionary portfolio management along with financial planning and consulting services. The firm employs tailored portfolios using model strategies and sub-advisers, coordinates tax and accounting services through affiliated entities, and manages approximately $58 million in discretionary assets.

Charles Harris is a financial advisor at H&S Tax and Wealth Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Alliance Wealth Management Group and his own CPA firm, Charles Harris CPA LLC. He is a partner and certified public accountant at H&S Tax Associates LLC, where he dedicates time to tax preparation and accounting activities. H&S Tax and Wealth Advisors LLC serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting services. The firm manages approximately $58 million in assets and employs tailored investment strategies, including the use of firm-developed model portfolios and sub-advisers, while coordinating tax and accounting services through its affiliated CPA firm.