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Resources

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

*Advisory services are offered by Wealth Management CPAs, LLC a Registered Investment Advisor in the state of Utah. 

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

*Tax services offered through Wealth Management Tax Solutions, LLC, an affiliated company. 

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

*Disclosure

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

*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

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
  • Aligned With Other Companies

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
  • Fully Transparent Fees For Service
  • Single Independent Advisor

Wealth Management CPAs Comprehensive Independent Firm

  • Advisor: Unbiased Guidance From Professional Financial Advisors, and Related Accountants and Attorneys
  • Fees: You Pay a Competitive Fee For The Comprehensive Advice of Financial Advisors, and Related Accountants and Attorneys
  • Fiduciary: Professionals Legally Bound To Serve Your Best Interests
  • Aligned To Client's Interests
  • Straight Forward, All-Inclusive Pricing From a Team of Advisors, Accountants, and Lawyers
  • Fully Transparent Fees For Comprehensive Service
  • Independent Financial Advisors, and Related Accountants and Attorneys

BUILD & Protect YOUR WEALTH

Through OUR
COMPREHENSIVE Planning

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.

No matter your situation, we can confidently promise that your needs 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.

Schedule a complimentary consultation here, and receive a handbook on our unique approach to comprehensive financial planning.

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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.