Your Retirement.
Your Terms.

Salt Lake City, UT

Get comprehensive financial, tax, and estate advice you can use right now.

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

CPA Advice

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?

Retirement Planning

Social Security Income & Benefits

Tax Preparation

Investment Portfolio Management

Wills & Trusts

Estate Planning

Stocks & Bonds

Gifting Strategy

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

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.

D

Death of a Loved One

R

Retirement

E

Employment Change

A

Asset Sale or Inheritance

M

Marital Status Change

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.

LiFE EVENTS

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

Death of a Loved One

We restore a measure of peace by simplifying complex financial, tax, and legal issues.

Retirement

We help make a secure, comfortable retirement possible.

Employment Change

Need to roll-over retirement accounts? We transition your employee benefits.

Asset Sale or Inheritance

Sold your business or property? Received an inheritance? We can transition your assets into secure, productive investments.

Marital Status Change

We bring order to the chaos caused by divorce or death by legally and financially securing your assets.

Call Now Button

ENTER YOUR DETAILS

Thank you for your interest in our service project! We will reach out and invite you when we're approaching Memorial Day 2021.