Stop Losing Money to Taxes You Didn't Have to Pay
Maximize your wealth by minimizing unnecessary tax liabilities. WMA is a coordinated team of Wealth managers, CPAs, and accountants, not a typical accounting firm or advisory practice. We sit at the intersection of tax, retirement, estate, and business planning so that every decision you make in one area accounts for what's happening in the others.
WMA is designed to be one of the most valuable assets in your financial life, helping you create, preserve, and retain wealth.
Too Many Moving Pieces. Not Enough Coordination.
Business Owners
“I'm making real money, but I can't figure out where it's all going.” If your CPA is only looking at last year's numbers and your financial advisor doesn't know your entity structure, you're paying two professionals who aren't talking to each other.
Business AdvisoryNear-Retirees, Ages 55–65
“I've saved for decades. I'm terrified of running out, or losing half of it to taxes on the way out.” Social Security, IRA distributions, and the Medicare gap interact with your bracket in ways a coordinated plan accounts for.
Retirement PlanningHigh-Income W-2 Earners
“I'm doing everything I'm supposed to do, but my financial strategy still feels one-dimensional.” When most of your income, savings, and investments follow the same path, you may be missing opportunities to build greater flexibility and diversification.
Tax PlanningWhat Makes This Different
WMA operates on a family-office model, a term common among the very wealthy but not widely known. One coordinated team handles every dimension of your financial life, so nothing falls through the gaps between advisors who don't speak to each other.
One Team
Your CPA knows what your retirement planner knows. When something changes in one part of your plan, the people managing the other parts hear about it the same day, not at next year's filing deadline.
One Plan
How you take money out of your business, how you structure your retirement accounts, and how your estate is set up aren't three separate conversations. They're one conversation, run by one team.
One Fixed Fee
Not a percentage of assets, not hourly billing that escalates every time you call. WMA is designed to be one of the most valuable assets in your financial life, helping you create, preserve, and retain wealth.
Many CPAs review the tax return but not the operating agreement behind it. WMA looks at both, helping clients understand the tax form and the structure that created it.Dennis Runkle — Founder, Wealth Management Accounting
Everything Connected. One Clear Plan.
Most practices treat these as separate services. Together, they form a plan that holds together under real-world pressure.
Tax Planning
Proactive, year-round strategy. Most clients come in paying 40–50% in total taxes. After a coordinated plan, that typically drops to 10–20%.
ExploreRetirement Planning
Built around when and how you pull money out, not just how much you've saved. Income strategy, RMD planning, and tax coordination for every stage of retirement.
ExploreEstate Planning
Coordinated with your tax plan so the two aren't working against each other, which is the default when they're handled separately.
ExploreBusiness Advisory
Entity structure, pension management, succession planning, exit strategy, all made deliberately, early, and in coordination with the rest of your plan.
ExploreGet Clear on Where Your Money Is Going
The WMA budgeting and financial snapshot worksheet walks through the questions we'd ask in an intake call. About twenty minutes. Most people find something they hadn't thought to look at in years.
We'll never share your information. You can expect one follow-up from our team, no pressure.
Let's Talk About What's Actually Going On
The first call isn't a sales call. It's a conversation. Tell us what keeps you up at night, and we'll tell you honestly whether we can help. Two offices: Fort Wayne, IN and Titusville, FL. Virtual clients welcome nationwide.