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App Store Apps > Finance > Client First Tax and Wealth
Client First Tax and Wealth icon

Client First Tax and Wealth

by Rock Point Partners LLC · Finance · Free
On the App Store since December 2024 · Data updated 2026-10-18
App Store

Client First Tax and Wealth is made and published by Rock Point Partners LLC. AppBrain is an independent app data site and isn't affiliated with Rock Point Partners LLC. The app name, icon, screenshots and description belong to Rock Point Partners LLC and are shown as published on the App Store.

AppBrain's verdict

Rating on App Store
5.00
1 ratings
Last updated
June 13, 2026

It doesn't have enough ratings yet to judge what users think.

Rankings

App Store top charts

App Store Rankings for Client First Tax and Wealth

This app is not ranked

Competitors

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Releases

Updates seen on the App Store
Version
1.96
Launched
December 2024

No changelog data

User feedback

Ratings and reviews on the App Store

Comments on Client First Tax and Wealth for iOS

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Technology

Found in the app by AppBrain
Price
Free
App size
139.2 MB
Content rating
Everyone

Technologies used by Client First Tax and Wealth

About the app and developer

About Client First Tax and Wealth

Client First Tax and Wealth is a finance app developed by Rock Point Partners LLC.

User Ratings

Client First Tax and Wealth is rated 5.00 out of 5 stars. The rating is based on one rating ratings.

App Information

Client First Tax and Wealth is freely available from the App Store. The app size is 139.17 MB. The latest version available is 1.96. The last update was on June 13, 2026.

Technical Requirements

The app has a content rating of Everyone. The app has been available on the App Store since December 2024.

Developer information for Rock Point Partners LLC

Rock Point Partners LLC

Address:

Frequently asked questions about Client First Tax and Wealth

Is Client First Tax and Wealth free?

Yes. Client First Tax and Wealth is free on the App Store.

Is Client First Tax and Wealth still available?

Yes. Client First Tax and Wealth is on the App Store, and the last update we saw was on June 13, 2026.

How large is Client First Tax and Wealth?

Client First Tax and Wealth is 139.17 MB.

Is Client First Tax and Wealth suitable for children?

App Store rates the content of Client First Tax and Wealth as suitable for everyone.

How do people rate Client First Tax and Wealth?

Client First Tax and Wealth has one rating of 5.00 stars on the App Store.

Who made Client First Tax and Wealth?

Client First Tax and Wealth was developed by Rock Point Partners LLC. It is listed in the finance category on the App Store.

What are the best alternatives to Client First Tax and Wealth?

People looking at Client First Tax and Wealth also look at these finance apps: First Light Wealth Advisors, Schmitt Wealth, First Wealth Management, GWS&A, Keller Wealth.

Share Client First Tax and Wealth

Store listing

By Rock Point Partners LLC, from the App Store
Client First Tax and Wealth Screenshot 1 of 3
Client First Tax and Wealth Screenshot 2 of 3
Client First Tax and Wealth Screenshot 3 of 3
Screenshots by Rock Point Partners LLC, from the the App Store listing
Description by Rock Point Partners LLC Written by the developer, not by AppBrain. Click to read.
The Client First Tax and Wealth Advisors mobile app is designed exclusively for Client First Tax and Wealth Advisors clients. Clients using the mobile app will be able to view household account balances, transactions, and performance data. Clients will also be able to access Client First quarterly statements, Charles Schwab monthly custodial statements, and annual tax reports produced by Charles Schwab.
Official page on the App Store
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Overview Alternatives Reviews Rankings Technology
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