To Build Wealth.

To Build Character.

Be kind. Be competent.

About Us: Wealth Management CPAs is a network of fiduciary-standard professionals, who specialize in providing you with guidance through your financial, tax, and estate planning decisions.

At our firm, your best interest is our top priority. Whether you want to build your wealth, reduce your taxes, or just find reliable advice, we can assist you.

In the past, we’ve been fortunate enough to help many different people build their dream retirement.

We’re excited to see how we can help you.

Services

You can benefit from the wide array of advice & services that
our financial, tax, and estate professionals have to offer

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 a Registered Investment Advisor in the state of Utah. 

Tax

Certified Public Accountants 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. 

Estate

Estate Attorneys help protect your assets throughout your life and beyond

Wills

Trusts

Power of Attorney

Advance Directive

Funeral Planning

Business Succession-Planning

*Disclosure

Our Wealth Advisors help grow your assets through wise investments

Our Certified Public Accountants help ensure maximum tax savings

Our Estate Attorneys help protect your assets throughout your life and beyond

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 a Registered Investment Advisor in the state of Utah. 

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.

Wills

Trusts

Power of Attorney

Advance Directive

Funeral Planning

Business Succession-Planning

*Disclosure

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

Salt Lake City's Financial, Tax, and Estate Resource

At Wealth Management CPAs, we've built our entire firm around resourcefulness, & we’re very proud of the ways we've been able to help people.

No matter your situation, we can confidently promise that your needs will always come first at our firm. From the moment you step into our office, our sole focus is to help you reach your financial goals in the most efficient way possible.

Schedule a complimentary consultation here, and receive a handbook on our unique approach to comprehensive financial planning.

Reduce Taxes, Invest Smart, &
Retire Comfortably

Seasoned CPA Advisors help you evaluate your specific financial picture & plan for the future

No cost
No obligation

Compare Firms

Typical Financial Firm

  • Broker: sells financial products
  • Fees: you potentially pay a commission for every transaction
  • Sales Agent - works for investment company's best interest
  • Potential conflicting interests
  • Can be confusing, fee stacking
  • Potential hidden fees

Independent Firm

  • Advisor: unbiased guidance from a financial advisor
  • Fees: you potentially pay yearly on-going fees to manage your accounts
  • Investment Retailer - provides investment options
  • Aligned to client's interests
  • Straight forward, all-inclusive pricing from an advisor
  • Potentially transparent fees for service
  • Single Independent Advisor

Wealth Management CPAs Comprehensive, Independent Firm

  • Advisor: unbiased guidance Certified Public Accountants (CPAs)
  • Fees: competitive, upfront and transparent
  • Fiduciary: professionals legally bound to serve your best interests
  • Aligned to client's interests
  • Straight forward advice from a team of Advisors, Accountants, and Attorneys
  • Fully transparent fees for comprehensive service
  • Comprehensive and independent Certified Public Accountants licensed in securities

A Team You Can Trust

Resources Provided

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