As a CPA, you’ve been given the opportunity to offer securities, insurance and other financial services – expanding your ability to serve existing clients, and opening up additional avenues for attracting prospective clients.

The devil, of course, is in the details. 

The fact is, figuring out how to make such a move can be a daunting task. How do you gain the expertise you need? How do you amass the knowledge base and the resources necessary to effectively serve your clients? And how do you communicate your new capabilities in a compelling and constructive way?

Fortunately, The Wealth Group, founded in 1998 as Investment Management Advisory Services, was established to answer exactly those kinds of questions – in ways that serve the interests of both you, and the people who trust you to handle their financial matters. Simply put, we have the expertise, experience and resources to help you become established in this lucrative area.