Private Client Group

Today's clients demand more.  That's just what WMA delivers.

High net-worth clients should look for far more than investment products*.  We seek a more holistic solution to financial challenges and provide advice that is targeted to specific.

WMA EMONEY CLIENT ACCESS

Click our logo for access to your WMA Client Profile 

A Structured Process

Our Six-Step investment approach* keeps clients focused on long-term goals and helps put short-term market volatility into context.

  1. Financial Analysis*
  2. Asset Allocation*
  3. Portfolio Strategist Selection*
  4. Investment Management Firm Selection*
  5. Monitoring & Re-balancing*
  6. Reporting

Each step helps to further educate and commit our clients to a clear set of investment goals and objectives.

Keeping Clients Informed, Engaged & On Track

Keeping clients fully-informed, up-to-date on investments* and committed to financial goals is how we built our client base.

  • Our Investor Consulting Process helps clients enjoy a high-quality experience.
  • Our Communication and Reporting keeps clients fully informed.
  • Our back-office account administration allows us more time to focus on you.   

Wide Choice of Investment Solutions On A Single Platform*

No single investment solution can meet the needs of every client yet the vast majority of financial services firms restrict clients to a very limited set of options.  Our process does things differently.

Our "Open Architecture" platform offers a comprehensive set of investment solutions* from selected Portfolio Strategists and Investment Management Firms so we can customize a solution for you. Investment concepts* we use include, No-Load Mutual Funds, Exchange Traded Funds, Unified Managed Accounts and Privately Managed Accounts.

This platform makes it possible to diversify your investment management risk across more than one firm.  It keeps cutting-edge innovations and solutions in the forefront to keep pace with our clients ever-changing needs.

The bottom line?  When you work with us, you'll enjoy a greater choice of customized investment solutions for your unique objectives. 

 

 There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment.

*Securities offered through SagePoint Financial.