Brian Beck

Member Since 2022

Brian Beck

President & CFO

WMGNA, LLC

Connecticut

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.

SKILLS

  • Tax Planning
  • Wealth Management
  • Subscription Financial Planning

RECENT CONTENT

January 24th, 2023

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.

January 18th, 2023

How to Leverage Adversity for Business Success

In operating a business, the one thing entrepreneurs can undoubtedly expect is to encounter challenges.

COMPANY INFO

WMGNA, LLC

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

INDUSTRY

Money

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