Standard Disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wealth Management CPAs, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through Wealth Management CPAs, LLC, an SEC Investment Advisor. Being registered as a registered investment adviser does not imply a certain level of skill or training. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any state other than the state of Utah or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Tax services are offered through Wealth Management Tax Solutions, LLC. Insurance products and services are offered through Wealth Management Insurance Solutions, LLC. The aforementioned are affiliated companies of Wealth Management CPAs, LLC.

Wealth Management CPAs, LLC, Wealth Management Tax Solutions, LLC and Wealth Management Insurance Solutions, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Jeremy Lindquist is not affiliated with Wealth Management CPAs, LLC.


Links To Other Sites

The inclusion of any link is not an endorsement of any products or services by Wealth Management CPAs, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.

When you follow a link to one of these sites neither Wealth Management CPAs, LLC, nor any agency, officer, or employee of the Wealth Management CPAs, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk. 


Client Relationship Summary

Wealth Management CPAs, LLC is an SEC registered investment advisor and provides advisory services. When we act as your investment adviser, we have to act in your best interest, and not put our interests ahead of yours. Click here to learn more about our services, standards, and more.


Copyright © 2010-2022 Wealth Management CPAs. All rights reserved.


Retirement Seminars and Conferences

These seminars are hosted by Wealth Management CPAs, LLC. These events are held at libraries, universities, and community centers, but are not affiliated with any of these locations. 

Kelly Purser and Jeremy Lindquist are not licensed in securities.

Jeremy Lindquist is not affiliated with Wealth Management CPAs, LLC.

We’re proud to announce that Wealth Management CPAs is currently honored by Accounting Today as “The Top 150 Firms by AUM — The 2021 Wealth Magnets ranking of the leading CPA financial planners” in 2021.

About Accounting Today Recognition: Now in its fifteenth year, this report from Accounting Today ranks CPA firms involved in financial planning by assets under management, providing an invaluable insight into this burgeoning field. Candidates for the list must be CPA firms that have a financial planning practice (including subsidiaries and affiliates), and at least one of the financial planners in the practice must hold a CPA credential.

Wealth Management CPAs did not solicit or pay for this award. Only after it was published did they find out that they made the list. They are the only firm from Utah to make the list in 2021.


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

Play Video


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


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

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus

Call Now Button