Wealth Management Accounting
Fort Wayne, United States (US) · Business Services
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Last verified
May 2026
Wealth Management Accounting is a Business Services company based in Fort Wayne, United States (US), with 10-20 employees. Wealth Management Accounting's profile is verified on Enterprise League.
Overview
Wealth Management Accounting is a Fort Wayne, Indiana-based partnership specializing in comprehensive wealth management solutions for small businesses, individuals, and families.
We provide a full suite of services including bookkeeping, tax planning, asset protection, investment management, estate planning, and IRA rescue, all designed to help our clients preserve and grow their wealth.
What sets us apart is our all-inclusive approach, combining the expertise of senior financial advisors, CPAs, attorneys, and accountants to deliver 100% clarity and unparalleled results – typically achieving 50% in tax savings, while maintaining current lifestyles and ensuring confidence in retirement and legacy planning.
Our team boasts over 100 years of combined experience and has successfully managed over $1 billion in assets. We are committed to providing a cohesive and simplified approach to wealth management, eliminating the confusion of multiple advisors and delivering a truly integrated solution. SCHEDULE FREE DISCOVERY MEETING
We provide a full suite of services including bookkeeping, tax planning, asset protection, investment management, estate planning, and IRA rescue, all designed to help our clients preserve and grow their wealth.
What sets us apart is our all-inclusive approach, combining the expertise of senior financial advisors, CPAs, attorneys, and accountants to deliver 100% clarity and unparalleled results – typically achieving 50% in tax savings, while maintaining current lifestyles and ensuring confidence in retirement and legacy planning.
Our team boasts over 100 years of combined experience and has successfully managed over $1 billion in assets. We are committed to providing a cohesive and simplified approach to wealth management, eliminating the confusion of multiple advisors and delivering a truly integrated solution. SCHEDULE FREE DISCOVERY MEETING
Contact Details
+12606240490
office@protaxwma.com
Fort Wayne, United States (US), 10425 Oak Valley Rd
Company Type
Partnership
Employees
10-20
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