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CPA Support Program

As a CPA with a successful practice, you have worked hard to establish yourself as a trusted advisor, particularly in this turbulent financial environment. Because you have built solid, long-standing relationships, clients may feel comfortable asking for your advice on their most important financial decisions, including: How can they get out of debt? Are they saving enough? When can they retire?

As an additional, value-added service, appropriately licensed and registered Certified Public Accountants can now offer insurance and securities products. This is potentially a huge market for CPA's, and a real benefit for clients.

Wharton Investment Consultants is in a position to assist you. With our CPA Support Program, we help CPA's address and overcome these issues in order to maximize the benefits that you are bringing to your clients and your practice. We can provide you with:

  • Quality products and services.
  • Access to a broker/dealer (following proper licensing and registration) with great resources.
  • A marketing-based approach so you can properly communicate this initiative to current and prospective clients, so you can properly communicate this initiative to current and prospective clients.
  • Sales, Client Relationship Management and Back Office Support – no need to change your CPA practice .
  • Education and training.
  • Assistance with compliance issues.
  • Distinct participation levels, so you control your involvement in the program.
  • Pension Resource Center

Working with Wharton Investment Consultants will help you receive the proper support you need to ensure that your objectivity as a financial advisor will not be impacted. With access to the most competitive products, sales marketing tools, and support in the financial services industry, you can be assured that adding insurance and securities products to your practice will be a true asset to your firm.

To learn more about our CPA Support Program, please call me at 302-239-2111 or email me  at your earliest convenience.

I look forward to introducing you to this tremendous opportunity.

 Wharton At A Glance

 Realize YOUR Vision


Stuart F Cameron BEM

Branch Manager/Financial Advisor