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CPA Wealth Management Services Selected as One of the 10 Most Dependable™ Wealth Managers of Florida
 Melbourne, Florida, October 1, 2007 — CPA Wealth Management Services has been selected by Goldline Research as one of the 10 Most Dependable™
Wealth Managers of Florida. e list of the 10 Most Dependable Wealth Managers of Florida is scheduled to be published in the 25th
Anniversary Issue of Forbes Magazine.
“We are thrilled to be recognized by Goldline Research for this coveted designation” said omas Kirk, President of CPA Wealth
Management Services. “We work diligently to increase our client’s confidence in their financial future – and third party recognition
goes a long way in bolstering that confidence.”
“We are pleased to have CPA Wealth Management Services on this list” said Ryan Kluft, Publisher of Goldline Research. He also
said, “They exceeded all of our industry criteria and had outstanding client references.” Over 3,200 Wealth Managers and Financial
Planners were contacted regarding the list and the response was overwhelming.
CPA Wealth Management Services has created a unique process for affluent individuals called e WealthCare Solution™. rough
this process clients experience a transformation from complexity and confusion about their financial affairs to simplicity and
confidence. CPA Wealth Management Services is a member of the Hoyman Dobson family of companies with offices in Melbourne
and Winter Park, FL.
Goldline Research is a list research and publishing company specializing in investigating the credibility and performance of companies
in a variety of professional services industries for selective inclusion in their published 10 Most Dependable™ lists.
Goldline Research
works closely with leading professionals in professional services industries to develop criterion for each industry, which forms the basis
for its selection process. Goldline Research’s lists have appeared nationwide for over 4 years in a wide variety of print publications
such as Southwest Airlines SPIRIT Magazine, Texas Monthly, San Diego Magazine, United Hemispheres Magazine, Delta Sky
Magazine, Forbes, Fortune, LA Magazine and Phoenix Magazine. In order to be selected to a Most Dependable™ list, firms must meet
all of Goldline Research’s industry criteria, have no consumer complaints, lawsuits or disciplinary actions and provide client references
that are checked and scored based on a proprietary scoring system.
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About CPA Wealth Management Services: CPA Wealth Management Services was founded in 1997 as an affiliate firm of Hoyman Dobson, CPA (www.hoyman.com). Clients of CPA Wealth Management Services experience two unique processes: The WealthCare Solution™, which was created for affluent individuals and The Retirement Plan Optimizer™ - developed for their 401(k) plans. In 2007 CPA Wealth Management Services was selected by Goldline Research as one of “The Ten Most Dependable™ Wealth Managers of Florida,” as recognized by Forbes Magazine. For more information, please visit CPA Wealth Management Services website at www.cpawms.com or call 321-254-1668.
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