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Book an Appointment with PUTMANGROUP

Our Firm

Caring and trusting

Innovation

Don't Be Left Behind

Our Approach

Adding Value That Makes Sense

Your Team

All Your Finances in One Place

Fingers on the Pulse

With our Holistic Approach we bring together all your finances and future goals under one roof.

Virtual Solutions

We strive to utilize the most modern technology to make us efficient and making your finances easy to understand.

Expertise

With our experience and knowledge along with our innovation, we are there to advise you for the future.

Let Our Knowledge & Innovation Strengthen Your Prosperity

Welcome, we're PutmanGroup, a CPA & Wealth Management Firm in Irvine, CA. We understand that individuals and businesses face unique challenges as they build wealth and account for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is accounting, tax savings, preparing for retirement, saving for college, or managing your estate, our expertise and personalized service focuses on your needs, wants, and financial goals and objectives.