Woltman Group, PLLC is Brady Martz & Associates.
As you know, Woltman Group merged with Brady Martz & Associates in October of last year. To make the transition as easy as possible for you, we've kept the Woltman Group client portal available for secure document exchange.
On November 29, 2024, the Woltman Group client portal will be disabled. Documents stored in the Woltman Group client portal will not be accessible after November 29. Please download files you wish to keep prior to that date. Files will not be transferred from the Woltman Group portal.
You will be receiving communication from our team on how to securely exchange information. Please reach out to your relationship manager or Myra Wulf at 605-444-3811 or myra.wulf@bradymartz.com if you need to securely upload information before receiving communication.
Thank you for trusting us with your tax and accounting needs.