One team to create, preserve, and retain your wealth

All-inclusive asset protection, estate planning, investment management, and tax planning
SCHEDULE FREE MEETING

One team to create, preserve, and retain your wealth

All-inclusive asset protection, estate planning, investment management, and tax planning
SCHEDULE FREE MEETING

You have more than enough to think about

  • Will I have enough money when I get to retirement?
  • Will my family be taken care of if something unexpected happens?
  • Are my assets truly protected?
  • Are my investments growing as much as they should be?
  • How can I avoid being in the highest tax bracket for the rest of my life?

THE BIG QUESTION:

If you asked your financial advisor, attorney, and CPA the same question, would you get the same answer? Unfortunately, most of the time, the answer is “no.”

HELP ME FIND THE RIGHT ANSWER
INTRODUCING

All-Inclusive Wealth Management

Cohesion

Say goodbye to 3 different and often opposing answers. Our teams work side-by-side to ensure the answer you receive takes all areas into account.

Save Time & Money

No one should need to make time for 3 separate meetings. With us, it’s one meeting and one team every single time.

Tailored to You

Everything we present to you will be unique to your lifestyle and goals, keep you in the driver’s seat, and be 100% understandable. No more 150-page reports!

Under one fixed-fee model

SCHEDULE FREE MEETING

The results of our approach

50% in tax savings, on average

The freedom to maintain your current lifestyle
Enthusiasm for retirement tomorrow
Confidence in the legacy you will leave behind

100% clarity in your team & future

50% in tax savings, on average
The freedom to maintain your current lifestyle
Enthusiasm for retirement tomorrow
Confidence in the legacy you will leave behind
100% clarity in your team & future

Putting our expertise to work for you

SENIOR FINANCIAL ADVISOR

  • CPFA
  • BA Degree
  • SIE Series 7, 24, 66 and 63
  • Life and health credentials
  • 23 years experience
  • Over $1 billion in assets managed

SENIOR CPA
30 years experience

TAX ATTORNEY
7 years experience

ACCOUNTANT/BOOKKEEPER
Master’s in Accounting

FINANCIAL PLANNERS

  • MBA with 23 years experience
  • LUTCF with 35 years experience
  • Bachelor’s in Economics with 15 years experience

ENROLLED AGENT
Master’s in Accounting with 20 years experience

All-inclusive services include:

Asset Protection
IRA Rescue
Tax Planning
Family LLC
Estate Planning
Investment Management
Survivor Assistance
Charitable Giving
Medicaid Spend Down
IRS Rescue
SCHEDULE FREE MEETING
All-inclusive services include:

Who we serve

Small Business Owners

Individuals & Families

Financial Advisors
Attorneys
CPAs
FREE RESOURCE CHECKLIST

How to Decide Who Should Do Your Taxes

Self-Prepared or Professional Team?

For those who have fairly simple financial situations, preparing your own tax return is usually no problem. But how do you know if your situation counts as simple? Our free checklist will help determine the right choice for you.
Self-Prepared or Professional Team?

For those who have fairly simple financial situations, preparing your own tax return is usually no problem. But how do you know if your situation counts as simple? Our free checklist will help determine the right choice for you.

DOWNLOAD FREE GUIDE

A clear, cohesive approach

Trying to manage your money, protect your future, reduce your tax burden, find the right investments that produce the highest results, and more usually results in hiring multiple professionals. While all of these professionals are experts in their field, something is always missing in this equation: complete clarity.

Frankly, these areas are equally important and should be cohesive so your money grows even more. That’s why at Wealth Management Accounting, we offer an all-inclusive approach that delivers 100% clarity and even better results.

SCHEDULE FREE MEETING
Manage your money
Protect your future
Manage your money
Protect your future
Reduce your taxes
Invest wisely

All-Inclusive Wealth Management

Reduce your taxes
Invest wisely

Your path to all-inclusive wealth management

1. Onboarding

Our team will familiarize ourselves with your current assets, investments, etc, resulting in a one-page, easy-to-understand summary.

2. Custom Plan

Your summary will be used to create a custom plan based on your lifestyle and goals.

3. Expert Implementation

Finally, our team will start executing the strategies you approve as we move forward together!