Do I Qualify?

Brian Beck

President & CFOWMGNA, LLC


Member Since December 2022


Tax Planning
Wealth Management
Subscription Financial Planning


Brian is a Founding Partner, President and CFO of WMGNA, LLC, a Tax-Out Financial Solutions firm specializing in tax optimization strategies with on-going financial planning to maximize their client's wealth. WMGNA is headquartered in Farmington, CT, with an additional office in Boca Raton, FL. In 2010, Brian won the Hartford Business Journal's prestigious CFO of the Year Award for the Small Private Company category. He has been featured in various publications and news outlets, such as The Hartford Courant, the Hartford Business Journal, Parent Magazine, Fortune Small Business, and NBC Channel 30. Brian resides in Delray Beach, FL, with his two daughters and wife, Noa.

Published content

Knowing the Difference Between Tax Planning and Tax Preparation Can Impact Your Tax Bill


As you get ready to file your taxes for 2022 in the next few months, you may have already missed the tax planning “window” to save money on your 2022 taxes.

How to Leverage Adversity for Business Success

expert panel

In operating a business, the one thing entrepreneurs can undoubtedly expect is to encounter challenges. Even with a solid business plan, well-developed products or services and a network of established customers hungering for said business offerings, organizations have no guarantee of challenge-free success. In fact, if there is one thing a business owner can expect, it’s that they will encounter adversity.  Despite this fact, adversity should be regarded as an opportunity for businesses to regroup and innovate. Learning strategies for effectively handling and overcoming these obstacles can allow entrepreneurs to operate their business in an even better way than before. To that end, 13 Newsweek Expert Forum members offer advice below on how entrepreneurs can strategically leverage adversity for business success.

Company details


Company bio

Most tax professionals do an excellent job with tax preparation. However, opportunities to realize savings in taxes and other financial expenses can be overlooked during tax preparation time. Working in concert with your tax preparer and armed with an understanding of your financial and tax circumstances, we construct strategies designed to reveal tax and financial savings. WMGNA’s tax-out approach ensures that your financial solutions are in continuous alignment with your life situation and goals…now and into the future!



Area of focus

Financial Consulting
Practice Management
Business Development

Company size

2 - 10