Our Process

Uncover new opportunities. Realize the true value of your client base. Leverage strategic partnerships.

Our Process

Our process and proven proprietary software makes it easy for CPAs to create and capitalize on incremental revenue opportunities.

Our method requires virtually no additional investment of your time while identifying new opportunities to generate additional revenue streams through strategic advisor partnerships–meeting the changing needs of your clients.

The Wealthmetrics model differentiates itself from similar models in the marketplace in the following ways:

  • A unique focus on retirement distribution and wealth protection planning.
  • Professional experienced guidance from independent financial professionals.
  • Proprietary software program built to strategically analyze tax data to uncover wealth management planning needs and opportunities.