
08/01/2025
As founders of 1028 Wealth Management Associates, we don’t take our responsibility lightly.
We’re not just running a business — we’re building a standard.
A standard rooted in excellence, education, and empowerment for the clients and communities we serve.
This week, we’re attending the Nationwide 2025 Tax Forum — not just to learn, but to lead.
To ensure that every strategy, every return, and every consultation we provide is built on the most current, compliant, and transformative information available.
We believe:
🧩 Wealth is built on knowledge.
🧩 Strategy is more powerful than shortcuts.
🧩 Our clients deserve clarity, not chaos.
By staying in the room with national leaders, tax attorneys, and IRS experts, we make sure you stay ahead — whether you’re scaling a business, resolving past tax issues, or building a generational financial plan.
🧠 This is what it means to partner with 1028WMA.
📩 Want to learn how we can support your financial goals this season?
Visit www.1028wma.com or DM us “WEALTH” to start the conversation.