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Key Resource: Rob's Story

Learn how Rob Beck, Managing Partner of Wealth Management CPAs, built a thriving firm by combining tax planning and financial advising, all while staying true to core values of kindness and competence. By leveraging strategic partnerships, like with Orion OCIO, Rob has simplified his operations and scaled his business — empowering his clients to make a meaningful impact in their communities.

In Rob's story, you'll discover:

  • The pivotal moment that inspired Rob to merge his tax experience with financial planning — and how it's helped change his clients' lives.
  • The core values that guide every decision at Wealth Management CPAs and help build lasting trust with clients.
  • How outsourcing with Orion OCIO has allowed Rob's firm to focus on strategic growth while simplifying complex tasks.

Explore Rob's inspiring story and learn how you can apply his strategies to grow your own advisory practice.

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Tipsheet featuring Rob Beck
Key Resource: Advisor Tip Sheet

Learn how to create value for clients, streamline operations, and free up time to focus on what matters most. This tip sheet built from Rob's experience provides practical insights to help you grow your business and better serve your clients. Whether you're thinking of integrating different areas of focus, build client trust, or outsource tasks to scale your firm, we've got you covered.

In this tip sheet, you’ll find:

  • Best practices for combining tax planning with financial strategy to offer holistic, value-driven services.
  • Guidance on building trust through client-centric solutions and responsive, proactive communication.
  • Strategies for leveraging outsourcing with partners like Orion OCIO to simplify operations and focus on strategic growth.
  • Insights on fostering a strong internal culture that empowers your team and enhances client service.

Get the tools and advice you need to elevate your firm and make a bigger impact on your clients and community.

Download the Tip Sheet
Orion OCIO

Simplify Complexities.
Scale Your Business.

Ready to take your practice to the next level? Just like Rob Beck did, you can free up valuable time to focus on your clients by outsourcing key back-office tasks to Orion OCIO. Let Orion OCIO handle the complexities — like portfolio management, trading, and reporting — so you can spend more time delivering personalized advice and growing your business.

Reach out today to learn how partnering with Orion OCIO can empower your business to thrive — whatever your why.

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Outsourced Chief Investment Officer (OCIO) services offered by TownSquare Capital, LLC, an Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC is an affiliated company of Orion Portfolio Solutions, LLC.
Orion has not compensated Rob Beck from Wealth Management CPAs specifically or directly for this testimonial but they could from time to time receive gifts or entertainment as part of our normal business relationship or their firm may participate in marketing or administration support agreements with Orion. None of these occurrences are in place in order to compensate Rob for the supplied statements.
Information contained herein is not intended to constitute accounting, legal, tax, security, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. TownSquare Capital, LLC does not render tax, accounting, or legal advice.

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