Partnering With Us

Serving Your Client's as a Trusted Partner

CPAs are partnering with Wealth Management LLC because we share the same investment philosophy and because we help CPAs focus on what we, as CPAs, do best -- serve clients as a trusted partner in planning for their financial future.

Distinct Investment Philosophy

Wealth Management LLC offers a distinct, structured investment philosophy that is shaped by the principles of Modern Portfolio Theory. Wealth Management's success in helping investors achieve improved portfolio returns is driven by broad asset class diversification using low-cost enhanced passive funds not directly available to individual investors.

Providing Your Client's a Personalized Investment Plan

Partnering with us would allow you to use our wealth management services to personalize your client's investment plans, taking into consideration risk tolerance, investment horizon, income requirements, growth expectations and tax situation. From a customized portfolio comprised purely of structured asset class funds to a more complex, tax-sensitive strategy, our service provides the foundation for a truly personalized investment plan.

What We can Add to Your Practice

Wealth Management LLC is able to:

  • Provide CPA/PFS professionals who will work one on one with you to enhance this service to your clients every step of the way;
  • Simplify the lives of fellow CPA firms and their clients by providing integrated investment plans that are tailored to each client's unique needs;
  • Complement the talents of fellow CPA firms so that you can maintain focus on relationship building and providing exceptional client service;
  • Offer an exclusive program that provides fee-based financial advisors with the expertise and ability to meet the growing demands of their clients and their businesses;
  • Provide key alliances to carry out solutions. In total our alliances manage in excess of $550 billion in assets.

A select group of successful CPA firms have chosen Wealth Management LLC as their partner in building and managing their client investment portfolios.