Accountant sitting at her desk looking at her desktop monitor and working with her documents and calculator

A Wealth Management Partner for Accounting Firms

Our Accountable Support Program puts our team on your team, so you can offer your clients financial planning and wealth management without carrying out these services yourself.

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Accountable Support Program

Together, we are one team of experts for your clients.

There is now more opportunity than ever for CPA firms to collaborate with wealth management specialists. For over a decade, Wealth Stewards has led this change. Our collaborative approach helps you deliver greater and differentiated value to clients while enhancing your credibility.


In the Accountable Support Program:
• Access to wealth management for your clients 
• Collaborate using a team-based approach
• Deliver recurring value and earn recurring revenu
 

If you are a Canadian CPA looking to add wealth management services to your accounting practice. Reach out, we can help.

We Provide the Support, You Gain the Credibility

Contact Us

Join us on September 24th for Elevate: 2026 CPA Wealth Managment Conference

Are you a CPA in public practice or recently retired but looking to stay involved in your practice, aiming to meet your client’s deepest priorities? If so, this conference is for you.

 

Learn More & Register Today
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Accountable Support Program Testimonials

Wealth Stewards Inc. helped me discover the added value that I could provide my clients. When competition was getting incredibly tough, an edge like this was crucial to differentiating our firm, retaining our best clients and acquiring new ones.

H.H., CPA, CA

Accounting Affiliate

Wealth Stewards’ multi-disciplinary expertise in all aspects of wealth planning and management has proven invaluable to me and many of my high net worth clients.

D.C., CPA, CA

Accounting Affiliate

Resources for CPAs

Indicators of Wealth Management Needs Within a Client’s Tax Return or Notice of Assessment

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Estate Planning

A Collaborative Approach of Estate Planning with Wealth Management

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Five accountants sitting around a table discussing about maximizing their business by partnering with a wealth management firm

Enhance Your Client’s Experience Through the Accountable Support Program

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The Role of Wealth Management for Retiring Accountants

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Marketing Your Accounting Practice in the Digital Age

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Financial Advisor Shaking Hands With Client

The Benefits of Partnering with a Wealth Management Firm

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Ted Pollock WSI

Affiliate Feature: Ted Pollock

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