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Your Financial Solutions Partner

Help your clients achieve their financial goals utilizing evidence-based investing rules and low-cost investment vehicles.

1948

CPA firm started.

1999

Entered investment advisory business.

85+

Employees across the US.

NE

Headquarters in Norfolk, NE.

>$2B

Assets under advisement. (in billions)

Our Mission

Wealth Management is dedicated to simplifying and humanizing the intersection between tax planning and wealth management. Our mission is to eliminate the fragmented user experience and empower all CPAs to offer complete financial well-being solutions to their clients.

ACCELERATE GROWTH

We make tax practices more profitable quickly!

EASY 4-STEP PROCESS

1
Signup for a virtual meeting

2
Get licensed/approved

3
Start investment services

4
Get more from your client relationships

About Our Service

CPA Friendly

Designed by CPA’s for financial professionals

Prudent Models

Utilizing evidenced based investing rules and low cost investment vehicles

Back Office Support

So you can stay focused on the client

Maximize client relationships

Clients are more engaged as more services are offered – you are there to serve them as we handle the back office

Grow Your Profits

Increase recurring profits without adding new clients or material fixed overhead

Our Solutions

Wealth Management exists to serve other tax professionals, helping them grow their profitability and offer more holistic solutions to their clients. We empower our partners with the support and tools needed to maximize their existing client relationships by offering investment services. We handle the back office so our partners can focus their time on their clients.

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