About WMA

Our Firm

Wealth Management Associates is an independent, employee owned firm.
 
Our clints include:
  • High-Net-Worth Individuals
  • For-Profit Corporations
  • Non-Profit Organizations
  • Educators
  • Individuals

We provide a full spectrum of investment*, wealth advisory* and employee benefit services and solutions.*

Concerning our Financial Solutions, we seek to preserve and grow our client’s assets.  WMA's solutions are unbiased, tax-advantaged and highly customized.  Our investment process is disciplined and focused on building high quality, well diversified portfolios.  We strive for the best customer service and are committed to maintaining a low employee to client ratio.  With more time devoted to our clients, we offer individually tailored financial solutions with superior execution.

In regard to Employee Benefits, we strive to provide clients with an unbiased approach to effective and efficient programs.  Many companies allow too many options to employees which then create inefficiencies.  Employers are forced to deal with multiple carriers and increased administration expense while employees are overwhelmed with the choices and are provided little direction as to their specific needs.
 
Our solution is to PROVIDE an efficient plan, EDUCATE everyone on the options and then ADVISE on specific coverage needs. 
 
*Securities and advisory services offered through SagePoint Financial, Inc.