Wealth Management CPAs is proudly recognized by Accounting Today as one of “The Top 150 Firms by AUM — The Annual Wealth Magnets ranking of the leading CPA financial planners.”

It’s a tremendous honor to be the only firm from Utah recognized nationally.

Wealth Management CPAs is proudly recognized by Accounting Today as one of “The Top 150 Firms by AUM — The Annual Wealth Magnets ranking of the leading CPA financial planners.”

It’s a tremendous honor to be the only firm from Utah recognized nationally.

➤ Salt Lake City, UT

Wealth Management CPAs is proudly recognized by Accounting Today as one of “The Top 150 Firms by AUM — The 2021 Wealth Magnets ranking of the leading CPA financial planners.”

It’s a tremendous honor to be the only firm from Utah recognized nationally.

Wealth Management CPAs is proudly recognized by Accounting Today as one of “The Top 150 Firms by AUM — The 2021 Wealth Magnets ranking of the leading CPA financial planners.”

It’s a tremendous honor to be the only firm from Utah recognized nationally.

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.

-Rob, Managing Partner

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Financial

Wealth Advisors help grow your assets through wise investments
  • 401(k) Rollovers
  • Retirement Accounts
  • Stocks/Bonds
  • Custom Investment Portfolios
  • Life Insurance & Annuities
  • Long Term Care Insurance
  • Disability Insurance
*Advisory services are offered by Wealth Management CPAs, LLC an SEC Investment Advisor.

Our Services

Tax

Certified Public Accounts help ensure maximum tax savings
  • Tax Preparation
  • Tax Strategy
  • Gifting Strategies
  • Qualified Charitable Distributions
  • Estate Tax Mitigation
  • Roth IRA Conversions
*Tax Services offered through Wealth Management Tax Solutions, LLC, an affiliated company of Wealth Management CPAs.

Estate

Estate Attorneys help protect your assets throughout your life and beyond
  • Wills
  • Trusts
  • Power of Attorney
  • Advance Directive
  • Funeral Planning
  • Business Succession-Planning
*Disclosures

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