Wealth Management Associates Financial Services LLC

Acts of Integrity Build the Foundation of Trust

Wealth Management Associates brings together a team of highly seasoned professionals with experience in investment management*, trust, estate & retirement planning* and group employee benefits. We take a very simple approach to working with our clients:

We begin by understanding your business and life circumstances
Then clearly identify your goals and objectives
Followed by implementation of the program that fits your need
Finally, providing on-going service with measurable results

CLICK THE PICTURE TO ACCESS THE NEW COLLEGE COUNTS 529 ADVISOR site!!!

THIS IS A NEW 529 PLAN FOR ALABAMA

"Without counsel plans fail, but with many advisers they succeed." Proverbs 15:22

Note: Investors should consider the investment objectives, risks, charges, and expenses associated with 529 plans before investing. More information about 529 plans is available in each issuer's official statement, which should be read carefully before investing. Also, before investing, consider whether your state offers a 529 plan that provides residents with favorable state tax benefits.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Contact Info

1976 Gadsden Highway, STE 244 Birmingham, Alabama 35235
Trussville, AL 35173
Map and Directions

Phone: 866-319-6500

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*Securities and investment advisory services offered through SagePoint Financial, Inc., A Registered Broker Dealer, Member FINRA/SIPC and a registered investment advisor. Wealth Management Associates is not affiliated with SagePoint Financial Inc. or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of AL, GA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Contact Info

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Wealth Management Associates, llc