Join the Revolution!

This isn't the first revolution to begin in the Boston area,
it's just the first one involving accountants.

Wealth Management Oversight™ is a revolutionary approach, a partnership, that allows you, as your client’s most trusted advisor, to better understand and protect your client’s total financial picture from excessive advisory fees and unnecessary taxes. Through the integration of our technology, you do this seamlessly while improving the profitability of your client relationships and increasing the value of your business.

Your Competition

Unfortunately, Super Bowl ads aired by your digital competitors effectively paint the picture that your only value rests in the preparation of tax returns. Obviously, that’s not the case but your clients are seeing the ads which can be very compelling.


Improving your client engagement by reinstalling you as the key advisor in your client relationships is critical not only in defending your practice against your digital competitors but in protecting your clients as well.

The 2017 Tax Bill Will Affect Your Business

While the passage of the 2017 Tax Bill makes life easier for millions of Americans, it may negatively impact your practice. Now we recognize many tax professionals are reluctant to believe this but, if just 10% of your smaller tax clients decide, based on the higher standard deduction and the resultant elimination of their Schedule A, they can do their own returns, this will directly impact your profit margin.

Watch this short video to see how 2017 Tax Bill directly impacts your profit.

Conflicts Threaten Your Client’s Lifestyle

Traditional investment and insurance products do not address the serious financial challenges most of your clients face. In fact, many of these products, laden with embedded conflicts, exacerbate the very problems the commissioned sales people who sell them claim they solve. It should be a matter of core values: of being fully aligned with your clients to demystify their financial lives with the thoughtful advice they need and not the products they don’t.

You're the Solution...

You alone have the power and perhaps even the obligation to right this ship for your clients – you do good work for you clients, but they need even more of your help. And, by simply integrating Wealth Management Oversight™ within your practice, you reinstall yourself as the key advisor to your clients - an essential element in the reinvigoration of and the profit expansion of your practice.


Through our cutting-edge technology you become the center of your client’s life while exponentially increasing your profitability. This in turn enhances the value of your practice. Value you can extract one day to fund your own eventual retirement or to pursue practice acquisitions.


We’re so confident in our approach that, if after twelve months we cannot help you improve the profitability of your practice, we’ll refund your money.

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