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
Founder | Wealth Management Accounting
Partner, Licensed Life Insurance and Fixed Index Annuity Agent, MBA
Partner, Licensed Life Insurance and Fixed Index Annuity Agent
Heather Amador, CPA
CPA | ProTax
Financial Planning Assistant | DR Financial Group
Executive Assistant/Licensed Agent | Wealth Management Accounting
Project Coordinator | ProTax
Project Coordinator/Licensed Agent | Wealth Management Accounting
Tax Preparer | ProTax
Bookkeeping Manager/Licensed Agent | Wealth Management Accounting
Tax & Payroll Specialist | ProTax
Outside Sales | DR Financial Group
Tax Attorney | Wealth Management Accounting
DR Financial Group
Administrative Assistant | ProTax
Bookkeeper | ProTax
James Yergens, CPA
Certified Public Accountant | ProTax
Our Core Values
We strive to deliver the very best service to you while staying up to date on all changes to laws and requirements.
Consistent communication is essential to all-inclusive wealth management. We make every effort to respond to you in a timely manner.
Absolutely everything we do is according to tax law, industry standards, and meets all regulatory requirements.
All-inclusive wealth management must be customized to every situation. All strategies will be based on your unique goals and priorities.