Porte Brown Wealth Management
Porte Brown of McHenry
History of Porte Brown McHenry
In August of 2011 Porte Brown acquired Fleming & Co, P.C. in the city of McHenry, Illinois. In addition to an acquisition made in Chicago, Porte Brown effectively doubled in size overnight. At the time managing partner, Bruce Jones, was quoted as saying, "We are aggressively looking to acquire other accounting and tax firms of all sizes."
It was a time of incredible change for Porte Brown LLC, not only because of an influx of new employees, but because of the extended reach of the organization to help new clients that were originally too far away from the Elk Grove Village office. One of the guiding core beliefs of Porte Brown is to add value to everything it does for its clients, and opening additional offices in the surrounding areas is a sure-fire way to provide better access and support.
Porte Brown's McHenry branch has been a success because it is a by-product of the company's business systems. "We have written procedures for training, accounting, computers and other disciplines. We all need to be operating in the same way; otherwise you spend more time putting out fires. This also removes the politics or personalities from situations,” Jones said.
“You become great by doing what you do over and over again, and continuing to improve upon procedures every day.”
Porte Brown likes to be active in the surrounding communities in which it calls home. For our office in McHenry, this means being a member of the McHenry Area Chamber of Commerce and supporting events like the Radical River Rally and charities like the Gavers Community Cancer Foundation.
"Our firm has always prided itself as professionals who not only satisfy our client’s accounting and tax needs, but professionals that take the time to get to know our clients," said Joe Gleba, Partner in Charge of the Porte Brown McHenry office. Porte Brown assists its clients best by understanding their needs and goals and using that information to formulate an effective plan for each and every one of them. Many of Porte Brown's clients are friends and neighbors, but these close relationships didn't happen overnight. Our accountants work with many of our clients on a monthly or even a weekly basis. We want our clients to succeed because their success shows that we have done an effective job and will lead to mutual long term prosperity.
Let us know how we can help.
PORTE BROWN MCHENRY OFFICE
GIVE US A CALL AT (815) 385-1120
LOCATED AT 4123 W. SHAMROCK, MCHENRY, IL 60050
PORTE BROWN SITE
Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to offer securities in the states of AZ, CA, DE, FL, GA, IL, IN, KY, MO, NC, RI, TX, WA, WV and WI. This is not an offer to sell securities in any other state or jurisdiction.