Helping CPA Firms Begin & Grow Financial Advisory Services!

If you are a CPA firm that is interested in enhancing the trusted advisor relationship with your clients and at the same time offer them smart choices about their money then Wealth Management LLC is the partnership you are looking for.

We offer investment consulting and back office support for small to medium-sized CPA firms around the nation.

Our Differences

There are many differences between our services and those of other financial service providers. Below are some of those differences:

  • Services that are fee-based only - the investment industry recognizes this as minimizing the conflict of interest;
  • A passive not active investment approach - provides low portfolio turnover that translates into lower trading costs and less tax consequences;
  • Access to institutional funds – these unique funds are only available to 750 approved firms across the nation and are not directly available to individual investors;
  • Use of asset class selection – allows accurate diversification of a client’s investments across multiple asset classes to incorporate the level of risk that an investor is comfortable with;
  • Offer strategies designed to reduce tax consequences;
  • State-of-the-art client reporting – Here is one example of a quarterly report for clients;
  • Offer individually structured portfolios for each client – our service provides the foundation for a truly personalized investment plan.

There are also differences between our services and those of other back office providers. We offer:

  • Knowledge of CPA firms – We are Certified Public Accountants (CPA) working with and for fellow CPA firms;
  • One-on-One Coaching Calls - Calls from our CPA/PFS professionals;
  • Marketing System - System designed specifically for CPA’s;
  • Administrative Ease - Your firm can be an advisor within the shell company of Wealth Management LLC to reduce filing fees and compliance requirements (we can also assist in setting up a Registered Investment Advisor firm if you desire).

If the above differences interest you, continue to find out more about us through this website or by contacting us directly.