Haddonfield, NJ Office

Wealth Management Associates, Inc. serves individuals (including high‑net‑worth clients), retirement plan sponsors, trusts, estates and other institutions, offering financial planning, ongoing asset management, qualified retirement plan consulting and educational seminars. The firm also facilitates access to third‑party money managers and model allocation programs as part of its implementation options.

Investment decisions are guided primarily by fundamental analysis and strategic asset allocation with a generally long‑term orientation, while accounts receive continuous monitoring and may be managed on a discretionary or non‑discretionary basis. The firm uses model portfolios and third‑party sub‑advisors alongside in‑house management and typically recommends custody through Fidelity for its Wealth Management Associates Asset Management Services.

A notable feature is the firm’s accounting affiliation: two associated persons are licensed CPAs and owners of Heckman & Laudeman, and clients may be referred to those accounting services for tax preparation and related needs, providing closer coordination between investment and tax advice than is typical among multi‑team peers. The brochure also emphasizes formal ERISA fiduciary acknowledgements and documented procedures to disclose and manage conflicts of interest around rollovers and third‑party manager referrals.