Salt Lake City, UT
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Our fiduciary-standard professional advice is independent of ___ influence.
We often find that many people have pressing questions regarding their specific financial, tax, and estate situations. As Certified Public Accountants, we specialize in providing you with honest answers, based on your best interest.
What questions do you have?
Meet Our Managing Partner:
ROB Beck, CPA
I get the question a lot, “Why did you transition from public accounting to wealth management?”
I love being a CPA and helping reduce taxes. However, in 2008 I watched a fellow CPA who I looked up to a lot delay his retirement. It was during that same time I saw clients investments go down while their taxes went up. I realized there is a gap between people’s wealth advisor and their CPA.
At Wealth Management CPAs we help bridge that gap.
-Robert J. Beck, CPA
Bridge the gaps
Build & protect your wealth through comprehensive financial, tax, and estate planning
Our firm is specifically designed to assist you with any of the following events in your life.
Our firm can offer comprehensive financial, tax, and estate solutions at every stage of your life.
We restore a measure of peace by simplifying complex financial, tax, and legal issues.
We help make a secure, comfortable retirement possible.
Need to roll-over retirement accounts? We transition your employee benefits.
Sold your business or property? Received an inheritance? We can transition your assets into potentially more secure, productive investments.
We help bring order to the chaos caused by divorce or death by legally and financially securing your assets.