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Charles T. Woolston, Cpa, Mba profile image

Charles T. Woolston, Cpa, Mba

Owner at Woolston Consulting, LLC
Intro Book
Charles T. Woolston, a seasoned CPA and MBA, leads Woolston Consulting, LLC, with expertise in tax law, business management, and wealth services, spanning 30+ years of experience.
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Location
Shrewsbury, New Jersey, United States...
Skills
  • Tax Law
  • Tax Compliance
  • Business Management
  • Estate Planning
  • Retirement Planning
  • Show all
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Bio

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Charles T. Woolston, CPA, MBA As a seasoned executive with over three decades of experience, Charles T. Woolston has established himself as a trusted authority in tax law, business management, and wealth management. As the founder and CEO of Woolston Consulting, LLC, he has led the Tax & Wealth Services Group, providing expert guidance to high-net-worth individuals and corporations. His extensive experience includes stints as a partner at Cowan, Gunteski & Co., P.A. and managing partner at Woolston Koerner & Co., where he co-founded the firm. Throughout his career, Charles has honed his expertise in tax compliance, estate planning, retirement planning, investment strategies, and investment management. He holds a Master of Science in Taxation from Seton Hall University and a Bachelor of Science in Accounting from Fairleigh Dickinson University. A certified public accountant (CPA) and member of the American Institute of Certified Public Accountants and New Jersey Society of Certified Public Accountants, Charles brings a unique blend of technical expertise and business acumen to his clients. As a seasoned executive, Charles has a proven track record of delivering results-driven solutions to complex problems. His expertise in strategic planning, research, and business management has earned him a reputation as a trusted advisor to high-net-worth individuals and corporations.

Credentials

  • American Institute of Certified Public Accountants
    -
  • New Jersey Society of Certified Public Accountants
    -

Experience

  • Woolston Consulting, LLC
    • Shrewsbury, NJ
    • Owner
      • Jun 2016 - Present
      • Shrewsbury, NJ

      Founded Woolston Consulting, LLC in 2016, a regional certified public accounting (CPA) and consulting firm located in Shrewsbury, New Jersey, and leads the Tax & Wealth Services Group

  • Salvus Wealth Management
    • Chief Executive Officer
      • 2014 - Present

      Co-founder and Chief Executive Officer of Salvus Wealth Management, LLC and has over 30 years of experience in advising high net worth individuals and corporations in areas of wealth management. A member of the firm's Management Committee and Investment Strategy Team.

  • Cowan, Gunteski & Co., P.A.
    • Toms River, NJ
    • Partner
      • 2009 - Jun 2016
      • Toms River, NJ

      In charge of the high net worth individuals group.

  • Woolston Koerner & Co
    • Managing Partner
      • 1996 - 2009

      Co-founder of this regional CPA and consulting firm.

  • Charles T Woolston, CPA, MBA
    • Sole Proprietor
      • 1986 - 1996

      Operated his CPA firm as a sole proprietor

  • Gein, Connolly & Switaj
    • Accountant
      • 1977 - 1986

Education

  • Fairleigh Dickinson University
  • Seton Hall University

Suggested Services

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Industry Focus. “Accounting and Auditing”

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