J.P. Wirig


“I became a skeptic of ‘mass market’ investment approaches early on while studying finance in college. Our investment platform is an elegant application of the pure principles of academic finance, transcending the noise. I love seeing how our investment strategy, combined with timeless accounting and practice management essentials, offers our clients confidence and hope during both the good and the challenging times.”

Phone: (925) 280-5724

Since joining our affiliated firms in 2002, J.P. has specialized in tax accounting and investment advisory services for dentists and physicians. He also heads the firm’s practice development team, focusing on dental and medical practice formation, new business planning, practice buy-sell and transaction financing.

J.P. began his career in public accounting in 2001 at the international accounting firm KPMG Peat Marwick in Boston. There, he worked on a wide variety of projects for universities, international manufacturing businesses and high-tech ventures. He has been a regular speaker at the University of California, San Francisco; the University of the Pacific School of Dentistry; and various dental societies.

J.P. holds a master’s degree in accountancy from Brigham Young University. He remains a self-confessed techno-geek, keeping up with the latest available toys, but he also enjoys the great outdoors, spending time with his family in the Bay Area’s many parks and beaches.

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