Your Financial, Tax,
& Estate Planning Resource...
Your Financial, Tax, & Estate Planning Resource...
Fiduciary
Standard
No matter your situation, your best interest will come first. Our focus is helping you reach your financial goals.
Our firm has assisted people from all walks of life navigate their investments, lower their taxes, and plan for retirement.
We've built our entire firm around resourceful professionals and we’re proud of all the ways we've been able to help.
Our Comprehensive Approach
Watch these short videos to learn how our unique, comprehensive approach can help you build and protect your wealth
Bringing harmony to your financial, tax, and estate plan.
Having your Financial Advisor, Tax Preparer, and Estate Attorney on the same page can make a tremendous difference in your future.
At Wealth Management CPAs, we get all your professionals together, with a goal of serving your best interest.
Harmony
Learn More About Our Firm
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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 & state tax laws.
Kelly’s approach to tax strategy is comprehensive, and always prioritizes client financial interest first.
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Services
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.
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
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 an SEC Investment Advisor.
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
*Disclosures
Build & Protect Your Wealth
Through Comprehensive Planning
Comparison
Typical Financial Firm
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Broker: sells financial products
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Fees: you pay a commission for every transaction
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Sales Agent - works for investment company's best interest
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Potential conflicting interests
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Can be confusing, fee stacking
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Potential hidden fees
Independent Firm
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Advisor: unbiased guidance from a financial advisor
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Fees: you pay yearly on-going fees to manage your accounts
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Investment Retailer - provides investment options
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Aligned to client's interests
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Straight forward, all-inclusive pricing from an advisor
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Potentially transparent fees for service
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Single Independent Advisor
Wealth Management CPAs Comprehensive & Independent Firm
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Advisor: unbiased guidance Certified Public Accountants (CPAs)
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Fees: competitive, upfront and transparent
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Fiduciary: professionals legally bound to serve your best interests
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Aligned to client's interests
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Straight forward advice from a team of Advisors, Accountants, and Attorneys
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Fully transparent fees for comprehensive service
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Comprehensive and independent Certified Public Accountants licensed in securities
- Mission Statement
To Build Wealth.
- Vision Statement
To Build Character.
- Core Values
