Services We Offer

Wealth Management LLC helps you use your time efficiently so you are freed to focus on developing your client base rather than on time consuming administrative tasks. We offer advanced technology, dedicated experts and an array of support services to assist Certified Public Accountants and their clients. Simply put, we focus on providing the resources and tools you require to successfully manage your practice.

Our mission is to offer a level of support that reduces-or even eliminates-the demands of your back office.

Most Important Service We Offer
- A trusted advisor relationship with you and assistance in helping
you enhance a trusted advisor relationship with your clients.

All of the services listed below help you have more time to become your client’s trusted advisor and also help make your business less complex and more profitable.

Firm Services

  • A distinct investment philosophy that distinguishes you and helps provide a solid foundation upon which to grow and manage your fee-based business;
  • Combines Nobel Prize-winning academic research with practical applications;
  • Helps maximize return and minimize risk through passively-managed, structured asset classes;
  • Provides institutional pricing and professional management;
  • Focuses on minimizing transaction costs and enhancing returns through trading and engineering;
  • Offers strategies designed to reduce tax consequences.

Marketing and Sales Functions

  • Comprehensive business development and practice management services that provide guidance in building and managing your business;
  • Marketing system designed to help firms educate their clients;
  • Tools such as Morningstar Comparison reports to provide clients;
  • One-on-one coaching and advice from our CPA/PFS advisors;
  • Educational seminars.

Administrative Functions

  • Advanced technology that gives you access to client and account information when and where you need it;
  • Approval with many vendor alliances, which allow us to "coop" expenses;
  • Ability to use our Registered Investment Advisor company as your own to prevent the costs for registering a new company and eliminating the need for you to maintain compliance and registration with the state and SEC;
  • Administrative system for filling out necessary paperwork;
  • Portfolio management and implementation;
  • Tax and performance reporting;
  • Customized investment policy statements
  • Investment allocation tools
  • Account monitoring, trading and billing
  • Network of support
  • Provide quarterly newsletters for you to mail to your clients - Click here to view sample newsletter
  • Create client quarterly performance reports for you to mail to your clients