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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

Get comprehensive answers on your specific questions.

Meet Robert J. Beck, CPA

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Meet with 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

Our Services

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

Financial

Our 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

Tax

Our Certified Public Accountants help ensure maximum tax savings

Tax Preparation

Tax Strategy

Gifting Strategies

Qualified Charitable Distributions

Estate Tax Mitigation

Roth IRA Conversions

Estate

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

Wills

Trusts

Power of Attorney

Advance Directive

Funeral Planning

Business Succession-Planning

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

Tax Preparation

Tax Strategy

Gifting Strategies

Qualified Charitable Distributions

Estate Tax Mitigation

Roth IRA Conversions

Wills

Trusts

Power of Attorney

Advance Directive

Funeral Planning

Business Succession-Planning

& More

We’re proud to announce Wealth Management CPAs has been recognized by Accounting Today as “Top Firm by Assets Under Management” in the United States.

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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.

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