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Schedule a complimentary consultation here and receive a handbook on our unique approach to lowering taxes and building wealth.

Schedule a complimentary consultation for professional guidance at no cost

Learn relevant tips & strategies from seasoned CPAs & Advisors

Get comprehensive answers on your specific questions

A Team You Can Trust

Robert J. Beck, CPA

Rob founded Wealth Management CPAs to be Salt Lake City’s resource on all things in the financial, tax, and estate planning world.

 Over the past decade, Rob’s team of attorneys and CPAs have assisted people from all walks of life navigate their investments and retirement planning strategy. 

Kelly G. Purser, CPA

Kelly has spent decades working with complex Federal & Utah State tax laws.

Kelly’s approach to tax strategy is comprehensive, and always prioritizes client financial interest first.

Retirement Planning

Social Security Income & Benefits

Tax Preparation

Investment Portfolio Management

Wills & Trusts

Estate Planning

Stocks & Bonds

Gifting Strategy

Meet: Robert J. 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 

LiFE EVENTS

Our firm is specifically designed to assist you with any of the following events in your life.

Life Events

Our firm can offer comprehensive financial, tax, and estate solutions at every stage of your life.

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