A passionate team on a mission.

The WealthCo Group of Companies is a team that is passionate about helping elevate our accounting firm members, and helping their clients live the life they deserve for over 20 years.

We are on a mission to change the financial services industry. How so? By leveraging the unique relationship between an accountant and their client to help better serve them.

Customers are used to on-demand, easy access services. This is what our Integrated Advisory model delivers.

What sets us apart?

  • Our focus on delivering an unbeatable client experience
  • We challenge the conventional way of the business of accounting
  • We find ways to do things more effectively and efficiently

Join Our Growing Team

WealthCo places a great deal of emphasis in ensuring we are recruiting the right team members. An alignment to the WealthCo values is a key to securing the right corporate fit.

Incredible CPA firms and members of the Integrated Advisory Network.

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