Get comprehensive financial, tax, and estate solutions 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
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.
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