Finance & longevity guidance for you and your loved ones


Learn ways to balance your approach to retiring with a goal of increased health, happiness & longevity

Planning 2022... & beyond!

Learn how to plan your retirement comprehensively from seasoned professionals

Get Answers

Get answers to your pressing questions regarding retirement and relevant planning strategies


Learn key principles to help you…


Protect your estate from long-term care expenses while remaining in your own home


Navigate high inflation and market volatility that retirees face in 2022


Learn how to recieve a tax-free inheritance. Hint: Be careful about ownership and financial vehicles


Protect your family from the pitfalls of probate


Spend more time with loved ones. Too many retirees are “on-call”— constantly stressing over which forms to fill out or how tax code updates will affect them. Avoid wasting your golden years


Understand why a living trust may be more effective than a regular will & why you may need one


Bypass the “gift tax” that can occur when giving money to family and friends


Decrease the tax on your IRA or 401(k) for a
potentially more comfortable retirement


Understand when you should not put your children on your bank accounts and property titles


Take advantage of valuable resources that are available to retirees across the Salt Lake Valley and learn how you can use these benefits to make the most of your retirement.

Plan a retirement that keeps up with you, so you can keep up with the grandkids!

Robert J. Beck, CPA

Retirement Planning

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 is dedicated to bridging that gap.

Kelly G. Purser, CPA

Tax Planning

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.

Tamra Williams

Retirement Resources

Tamra is dedicated to helping people learn about valuable benefits and resources that are available to them in retirement. She has assisted people from all walks of life achieve their goals in retirement.

Get comprehensive financial solutions you can use right now.

Enter your details and we'll be in touch:


Thank you for your interest in our service project! We will reach out and invite you when we're approaching Memorial Day 2021.

Play Video


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


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.


Estate Attorneys help protect your assets throughout your life and beyond
  • Wills
  • Trusts
  • Power of Attorney
  • Advance Directive
  • Funeral Planning
  • Business Succession-Planning

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus

Call Now Button