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Ryan H
CFP®
Tallahassee, FL
Wealth Management Corporation
Ryan Horak is a CFP® professional at Wealth Management Corporation in Tallahassee, FL, with four years of experience in the financial industry. He is also the managing member of Prudent Wealth Management LLC and operates a real estate business under Passage Real Estate. Wealth Management Corporation provides advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and other business entities, focusing on individualized no-load mutual fund and ETF portfolios with mostly discretionary management. The firm employs a structured five-step investment process and supports a high client load among its three advisors.
Joshua C
CFP®
Tallahassee, FL
Wealth Management Corporation
Joshua Clifford is a CFP® professional with eight years of experience at Wealth Management Corporation and one year at Precision Wealth Strategies. He previously held positions at Carr Allison, P.A., Pennington, P.A., and Flagler College. He is based in Tallahassee, FL. Wealth Management Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm primarily manages individualized no-load mutual fund and ETF portfolios through discretionary portfolio management, employing a five-step investment process that includes risk identification, research, implementation, monitoring, and reporting.
William H
CFP®, Series 63
Tallahassee, FL
Wealth Management Corporation
William Horak is a CFP® with 39 years of experience in the financial industry. He is a principal at Wealth Management Corporation in Tallahassee, FL, where he has worked since 1989. Prior to and concurrent with this role, he has been associated with Purshe Kaplan Sterling Investments since 2014. Outside of advising, he holds an insurance license as a life and fixed annuity agent. Wealth Management Corporation provides investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charities, and business entities. The firm primarily manages no-load mutual fund portfolios using a documented five-step process that includes risk assessment, fund research, implementation, daily monitoring, and quarterly reviews, distinguishing itself with a high client-to-advisor ratio and centralized investment decision-making.
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