Schedule A Free Consultation

And receive a free handbook on our unique approach to lowering taxes and building wealth.

Salt Lake City, UT

Would you rather call? Feel free to reach out to us at (801) CPA-HELP

Salt Lake City, UT

I get the question a lot, “Why did you transition from public accounting to wealth management?”

I love being a CPA and helping reduce taxes. However, in 2008 I watched a fellow CPA who I looked up to a lot delay his retirement. It was during that same time I saw clients investments go down while their taxes went up. I realized there is a gap between people’s wealth advisor and their CPA.

At Wealth Management CPAs we help bridge that gap.”

Schedule a free consultation to meet with Rob & receive a free handbook on our unique approach to lowering taxes and building wealth.                                                

10 REASONS TO MEET WITH ROB

Learn how to protect your estate from long-term care expenses

Lessen the chance that you outlive your retirement income due to taxes or inflation

Learn how to avoid being forced to sell your assets or surrender your money to Medicaid

Learn how to receive long-term care benefits while remaining in your own home

Learn how to decrease the tax on your IRA or 401(k) for a more comfortable retirement

Learn how to avoid being taxed on your social security benefits

Discover the pitfalls of probate and the steps you can take to avoid it

Learn why a living trust may be more effective than a regular will, and why you may need one

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

Learn about best practices to investing and safe alternatives to the stock market

Licensed Fiduciary

Based in Salt Lake City, UT

Licensed Fiduciary

Based in
Salt Lake City, UT

Licensed Fiduciary

Based in Salt Lake City, UT

A TEAM YOU CAN TRUST

And receive a free handbook on our unique approach to lowering taxes and building wealth.

Wealth Management CPAs is a network of professionals, who specialize in providing honest and comprehensive answers to your financial, tax, and estate questions.

At our firm, your best interest is our top priority. Whether you want to build your wealth, reduce your taxes, or just find reliable advice, we’re happy to assist.

We’ve been fortunate to help many people build their dream retirement.

We’re excited to see how we can help you.

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