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

About Us: 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.

Over the past decade, our firm has assisted people from all walks of life navigate their investments, lower their taxes, and plan comprehensively for retirement, based on their specific needs and wishes.

No matter your situation, we can confidently promise that your best interest 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.

To Build Wealth.

To Build Character.

Be kind. Be competent.

Learn More About Our Firm

OUR APPROACH

Watch a video to learn about our unique approach to managing wealth

OUR PROFESSIONALS

Learn about our team of kind & competent professionals

OUR SERVICES

Learn about the wide array of services our firm has to offer

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Watch this video to see how our comprehensive approach can help you achieve financial security.

A Team You Can Trust

Robert J. Beck, CPA

Rob transitioned from public accounting to wealth management in 2010, after observing that there is commonly a gap between people’s wealth advisor and their CPA. He founded Wealth Management CPAs to bridge that gap.

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.

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

Wealth Advisors help grow your assets through wise investments

Certified Public Accountants help ensure maximum tax savings

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

Build & Protect Your Wealth

Through Comprehensive Planning

Typical Financial Firm

  • Broker: sells financial products
  • Fees: you 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 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

Our firm can provide you with comprehensive guidance through the twists & turns of life:

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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ENTER YOUR DETAILS

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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