Orwigsburg, PA Centre Turnpike Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Wealth Management Associates, Inc.
Team
Firm-wide stats for Wealth Management Associates, Inc.
About
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.
Based on Wealth Management Associates, Inc.
Expertise
Based on Wealth Management Associates, Inc.
Location
1027 Centre Turnpike, Suite 12, West Brunswick Physical Address
Orwigsburg PA 17961
Advisors at this office
2
Advisors at this office
William H
Series 63, Series 65
Orwigsburgh, PA
Wealth Management Associates, Inc.
William Heckman is an investment advisor representative at Wealth Management Associates, Inc. with 28 years of industry experience. He has held roles at Keystone Advisor Group, OSAIC, and Securities America, Inc., and has operated a CPA firm, Heckman & Laudeman LLC, for over three decades. Outside of his advisory work, he is a principal of Keystone Advisor Group, a certified public accounting firm. Wealth Management Associates, Inc. serves individuals, retirement plan sponsors, trusts, estates, and institutions by providing financial planning, asset management, retirement plan consulting, and educational seminars. The firm employs fundamental analysis and strategic asset allocation with a long-term approach and integrates CPA-owned accounting services to coordinate investment and tax advice.
David L
Series 63
Orwigsburg, PA
Wealth Management Associates, Inc.
David Laudeman is a financial advisor with Wealth Management Associates, Inc. in Orwigsburg, PA, holding a Series 63 designation and bringing 24 years of industry experience. His career includes roles at SECURITIES AMERICA, Inc., and Heckman & Laudeman LLC. He serves as treasurer of the Schuylkill Country Club and participates in a local advisory board for M&T Bank. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses, managing approximately $646.8 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multi-disciplinary approach that integrates accounting services alongside investment management.
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