References

Here's what some of our clients had to say about their experience with our service:

Everything You Need to Succeed

"My experience with Wealth Management has been positively delightful. The program consists of an ongoing, mentoring program, excellent and responsive back office support and of course a comprehensive investment program for my business and individual clients. You have everything you need to succeed as your client's financial representative! They are CPA's that understand my business. I also attended the annual Wealth Management financial advisors conference in Norfolk, Nebraska. It was excellent…my conference highlight of the year!"
Norbert Gonzales, Jr., CPA/JD
San Antonio, Texas

A CPA Firm who Understands CPAs

"Changing whom you work with in the financial services business can take some time and so I didn't make the move without substantial consideration. Once I made the decision to move I have never regretted it. You get the advantage of working with a CPA firm who understands CPAs, the customer service of a small personal firm, and the quality of a large well-run organization."
Bert Doerhoff, CPA
Jefferson City, Missouri

Outsourcing Was Just What We Needed

We were already in the process of establishing our own Registered Investment Advisor firm when we met the people of Wealth Management LLC. As a small CPA firm, we find ourselves wearing multiple hats -- tax specialist, business consultant, investment advisor, computer specialist, etc. We weren't looking forward to also becoming compliance officers and overseeing the back office administrative function. Outsourcing this was just what we needed. Partnering with Wealth Management has allowed us more time to work as investment advisors with our clients and spend much less time dealing with the administrative side of the practice. That decision has contributed to our success in growing our assets under management. We're pleased with the relationship.
Corey Breneman, CPA/PFS
Chesterfield, MO