For CPA Partners

  • See how your firm and clients will benefit from the unstoppable, rising demographic tide ahead
  • Provide clients broader services and higher values while increasing productivity, revenues and referrals
  • We provide you the manpower, tools, technology and processes to offer these services to your clients – without adding workload to you or your staff.

See why CPA Partners Excel Here

Great change demands productive and leading responses.  We help you build the CPA firm your clients and prospects will demand in the future.

Our CPA Partners experience Significant Benefits in These Areas:

Best value, education and insights for clients

Differentiating from competition in messaging and client services

Keeping clients on their most effective pathway

Expanding their Firm value and revenues, but not hours worked

See how our formula can help your clients


The CPA profession is facing dynamic changes ahead

Our goal is to work with CPA Partners in a cohesive effort to help them transform into the CPA firm of the future.

Offer your client a free second opinion

This is about your legacy, your clients, your expansion. We empower our partners by becoming the white-label wealth management unit within their firm.

The end result for CPAs?

Expansion of a Family Office environment

Significant increase in client referrals

Higher level of consulting revenues

Deeper relationships with clients

Much higher retirement values and cash flow

All without adding to your workload

How You Become a Part of The Story


Need More Information?

Learn how you, your firm and your clients can benefit from the Truvestments Partner Growth Model.

Let’s set a Zoom call for a consultative review. Together, we can find productive tools and opportunity to help you transform into the CPA Practice of the future.

Truvestments for CPAs

      Learn more about the Morning Note

      The purpose behind our “Morning Note” is different than typical newsletters.

      We don’t get lost in Wall Street jargon. Why? After nearly 40 years, we can tell you that “jargon” is what causes most of the mistakes investors make over time.

      The Morning Note helps our clients see through the constant fog driven by the media process. That process focuses on things which will – and are often intended – to scare you. If you are not scared, you won’t pay attention to what they say; if you don’t pay attention to what they say, they lose ad revenue. Simply put: it’s a business model – not news.

      Instead we focus on what we like to call “bread crumbs” along your pathway to your goals. You are your own “index” – not the S&P 500. Your goals, your interests and you and your families staying on your course. That requires a vastly more productive viewpoint. It requires we stand tall in the storms. It requires we remain patient and disciplined, while focusing on the long-term horizon ahead. The “bread crumbs” are designed to deliver your most valuable outcome – staying on your course. Many battles, setbacks and disasters await. Always have – always will.

      The theme of the Morning Note will allow one to always recognize this over-rising fact: When we started in this business, the DOW hovered at 950. It is well above that today. And – most important – every single thing we have been taught to be terrified of – has already unfolded, all while our country built unprecedented wealth. So one has two choices – fear today or be confident of tomorrow. The history of the United States is clear. We overcome, we build, we learn, we expand, we succeed, we lead. Sure, we mess it up at times – but know this: the data is clear that our best years are dead ahead.