About Us

An alliance of companies working together to achieve optimum results for the people we serve.

OUR WHY:

Creating greater access to all-inclusive wealth management

Wealth Management Accounting was created out of seeing a glaring need. The idea of all-inclusive wealth management or the family office was almost solely for the elite. Since our inception, we have existed to bring our blending of things like tax reduction strategies, estate planning, investment management, and asset protection into one cohesive plan to the middle class so they can also achieve their goals.

Our Trusted Resources

Tax Preparation & Planning
Accounting
Bookkeeping
Payroll
Contract CFO
Consulting

Accounting
Bookkeeping
Payroll
Tax Preparation
Creditor Negotiations
Capital Funding

Estate Planning
Entity Creation
Asset Protection
Family LLC

Insurance & Annuities
Financial Guidance
Retirement Planning
Investment Management

Investment Management
Bank & Lending Solutions
Distribution Strategies
Risk Management

Our Team

Dennis Runkle

Founder

Kris Hannah

Partner, ProTax

Mark Ellington

Partner, ProTax

Caley Aument

Executive Assistant/Financial Advisor in training

Katherine Yuke

HR, Marketing, Operations

Sandra Miller

Bookkeeper/Financial Advisor in training

Denise Casper

Project Coordinator/Financial Advisor in training

Our Core Values

Excellence

We strive to deliver the very best service to you while staying up to date on all changes to laws and requirements.

Responsiveness

Consistent communication is essential to all-inclusive wealth management. We make every effort to respond to you in a timely manner.

Compliance

Absolutely everything we do is according to tax law, industry standards, and meets all regulatory requirements.

Tailored Solutions

All-inclusive wealth management must be customized to every situation. All strategies will be based on your unique goals and priorities.

Ready for all-inclusive wealth management?

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