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 & state tax laws.
Kelly’s approach to tax strategy is comprehensive, and always prioritizes client financial interest first.
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Our Comprehensive Approach
Watch these short videos to learn how our unique, comprehensive approach to financial, tax and estate planning can help you build and protect your wealth.
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Build & Protect Your Wealth
Through Comprehensive Planning
Comparison
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
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.
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.
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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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 an SEC Investment Advisor.
Our Services
Tax
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.