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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.
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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.
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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.
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Professional Network
David Woolley, Jeremy Lindquist, Adele Parker, Paden Hanson, Matthew Wiese, Brent Wamsley, and Braden Wamsley are unaffiliated with Wealth Management CPAs, LLC.
Michael Folker, Kurt Brown, Chris Hedquist, and Monica Sonnier are registered with TownSquare Capital LLC, an SEC Registered Investment Advisor. TownSquare Capital and Wealth Management CPAs, LLC are unaffiliated.
Event Disclosures
These webinars, seminars and conferences are hosted by Wealth Management CPAs, LLC. In person events are held at libraries, universities, and community centers, but are not affiliated with any of these locations.
Monica Sonnier and Kurt Brown are registered with TownSquare Capital LLC, an SEC Registered Investment Advisor. TownSquare Capital and Wealth Management CPAs, LLC are unaffiliated.
Jeremy Lindquist is not affiliated with Wealth Management CPAs, LLC, and is not securites licensed.
Medicare information is for educational purposes only, no plan specific information will be provided. For accommodations of persons with special needs at meetings, call (801) 599-1393, TTY 711
Source: [1] Ebeling, A. (2022, April 21). Medicare part B premiums to rise 14.5% in 2022 (Forbes)
Kurt Brown is registered with TownSquare Capital LLC, an SEC Registered Investment Advisor. TownSquare Capital and Wealth Management CPAs, LLC are unaffiliated.
Wealth Management CPAs was honored by Accounting Today as “The Top 150 Firms by AUM — The 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.
Wealth Management CPAs is honored to be endorsed by Banking CIO Outlook as one of the “Top 10 Wealth Management Solutions Providers” in 2023.
Wealth Management CPAs, LLC did not solicit Banking CIO Outlook’s endorsement. Banking CIO Outlook is not a client of Wealth Management CPAs, LLC. Banking CIO Outlook is not an investor in Wealth Management CPAs, LLC. Wealth Management CPAs, LLC provided a cash compensation of $2,000 in order to publish Banking CIO Outlook’s endorsement on this website.
Wealth Management CPAs was selected by Banking CIO Outlook’s evaluation panel, following a decision model that combines a standard MCDA (Multiple-criteria decision analysis) method and peer recommendation. Here is the detailed selection process:
- The subscribers of Banking CIO Outlook are requested to nominate companies who they believe are at the forefront of tackling their pressing problems in improving efficiency, increasing accuracy, and reducing bottlenecks in the Wealth Management space and would recommend them to their peers.
- Banking CIO Outlook’s market research team also actively tracks various companies across the U.S. through various sources such as market reports, industry news, and surveys with potential buyers. They also review the subscribers’ nominations and add some more qualified companies.
- The final listing is decided by Banking CIO Outlook’s evaluation panel, which includes the Senior Technology Decision makers and their editorial board. They further narrow down the company’s list by comparing various factors like core competency or unique solutions, industrial news, etc. After comparing all the factors, Banking CIO Outlook narrows down the list, and that is how Wealth Management CPAs also came under the radar.
