Accounting & Tax Professionals

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Steve Pugliese

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Steve Pugliese

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Mr. Pugliese is a Partner with over 22 years of experience in public accounting. He provides a wide variety of income tax and investment counseling specifically geared to highly compensated executives and high net worth families.

Prior to joining Abod & Associates, Inc., Mr. Pugliese worked for both large regional and international CPA firms. At KPMG, he co-managed the high net worth individual income tax practice in the Washington DC -Baltimore corridor. During this time, he provided sophisticated income tax planning and compliance to ultra high net worth individuals and families, including many public company officers.

In addition to his tax practice, Mr. Pugliese recently founded an investment advisory firm called Wealth Management Strategies Group, LLC. The firm will provide fee only investment management and advice, and will consult on appropriate insurance and risk management matters for individuals and closely held businesses.

He is a CPA in both Maryland and Virginia, and holds the Personal Financial Specialist designation by the American Institute of Certified Public Accountants.In addition, he has been a Certified Financial Planner since 1988.

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